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Natalie Rose Wheeler

BERKSHIRE MONEY MANAGEMENT, INC.·DALTON, Massachusetts
Unclaimed Profile
161 MAIN STREET, DALTON, MA 01226CRD# 6632130Firm CRD# 124873
01

About

Natalie Rose Wheeler 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# 6632130
Firm CRD# 124873
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Natalie Rose Wheeler offer?
Natalie Rose Wheeler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALTON, Massachusetts for a consultation.
What are Natalie Rose Wheeler's credentials?
Natalie Rose Wheeler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Natalie Rose Wheeler located?
Natalie Rose Wheeler 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 Natalie Rose Wheeler charge for services?
Natalie Rose Wheeler'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.
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Other advisors in DALTON
Allen Pierre Harris — BERKSHIRE MONEY MANAGEMENT, INC.Scott Christopher Little — BERKSHIRE MONEY MANAGEMENT, INC.Barbara Jean Schmick — 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
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