AdvisorOS Directory
Claim Profile
AH

Allen Pierre Harris

BERKSHIRE MONEY MANAGEMENT, INC.·DALTON, Massachusetts
Unclaimed Profile
161 MAIN STREET, DALTON, MA 01226CRD# 2790445Firm CRD# 124873
01

About

Allen Pierre Harris is a registered financial advisor based in DALTON, Massachusetts, affiliated with BERKSHIRE MONEY MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BERKSHIRE MONEY MANAGEMENT, INC.
BERKSHIRE MONEY MANAGEMENT, INC.
AUM
$904M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at BERKSHIRE MONEY MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2790445
Firm CRD# 124873
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DALTON?

Browse all registered financial advisors in DALTON, Massachusetts or claim this profile if it's yours.

Browse DALTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Allen Pierre Harris offer?
Allen Pierre Harris specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALTON, Massachusetts for a consultation.
What are Allen Pierre Harris's credentials?
Allen Pierre Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Pierre Harris located?
Allen Pierre Harris is based in DALTON, Massachusetts, working with BERKSHIRE MONEY MANAGEMENT, INC.. Their office serves clients in the DALTON metropolitan area and surrounding communities.
How does Allen Pierre Harris charge for services?
Allen Pierre Harris's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BERKSHIRE MONEY MANAGEMENT, INC.?
BERKSHIRE MONEY MANAGEMENT, INC. has approximately 19 employees and manages $904M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DALTON
Scott Christopher Little — BERKSHIRE MONEY MANAGEMENT, INC.Barbara Jean Schmick — BERKSHIRE MONEY MANAGEMENT, INC.Natalie Rose Wheeler — BERKSHIRE MONEY MANAGEMENT, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile