BERKSHIRE MONEY MANAGEMENT, INC.

DALTON, Massachusetts·5 registered advisors·CRD# 124873
SEC# 801-617632888-232-6072
01

Firm Overview

AUM
$904M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BERKSHIRE MONEY MANAGEMENT, INC.

5 registered advisors
Allen Pierre Harris
DALTON, Massachusetts
Barbara Jean Schmick
DALTON, Massachusetts
Natalie Rose Wheeler
DALTON, Massachusetts
Scott Christopher Little
DALTON, Massachusetts
Stacey Lee Carver
PITTSFIELD, Massachusetts
05

Office Locations

DALTON, Massachusetts
4 advisors
PITTSFIELD, Massachusetts
1 advisor

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Data sourced from SEC Form ADV filings. BERKSHIRE MONEY MANAGEMENT, INC. (CRD# 124873) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.