BERKSHIRE MONEY MANAGEMENT, INC.
Adviser information for BERKSHIRE MONEY MANAGEMENT, INC. last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 19 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,169 | $903.6M |
| Non-Discretionary | 2 | $139,561 |
| Total | 2,171 | $903.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 542 | $203.1M |
| HNW Individuals | 259 | $661.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 7 | $16.2M |
| Charitable organizations | 5 | $770,267 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 8 | $22.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsCONSULTING, COLLEGE PLANNING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
161 MAIN STREETDALTON
MA
United States
Monday - Friday, 9AM-4PM EST
Tel: 888-232-6072, Fax: 413-997-2005
Chief Compliance Officer
ALLEN PIERRE HARRIS
CEO, CIO
161 MAIN STREET
DALTON
MA
United States
Tel:
888-232-6072
Fax:
413-997-2005
A******@**************M
(Full email address available in API data)
Regulatory Contact
NATALIE ROSE WHEELER
CHIEF OPERATING OFFICER
161 MAIN STREET
DALTON
MA
United States
Tel:
888-232-6072
Fax:
413-997-2005
N*******@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HARRIS, ALLEN, PIERRE | Individual | – | CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | 04/2001 | > 75% |
| LITTLE, SCOTT, CHRISTOPHER | Individual | – | ASSOCIATE VICE PRESIDENT | 01/2002 | < 5% |
| WHEELER, NATALIE, ROSE | Individual | – | CHIEF OPERATING OFFICER | 01/2020 | < 5% |