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Building 2BERKSHIRE MONEY MANAGEMENT, INC.

Map pinDALTON, MA
Phone888-232-6072
NotebookSEC #801-61763
Total AUM
$1.2B
Employees
22
Clients
903

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
161 MAIN STREET
DALTON
MA 01226
United States
Operating Hours
9AM-4PM EST
Monday - Friday
Phone
888-232-6072
Other Offices
2

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,362
Discretionary
$1.2B
Accounts
2,351
Non-Discretionary
$596.7K
Accounts
11

ContactClients

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Individual Clients
540
AUM
$214.1M
HNW Individual Clients
335
AUM
$965.2M
Pension/Profit Sharing Plan Clients
6
AUM
$19.8M
Charitable Organization Clients
15
AUM
$1.4M
Corporation or Business Clients
7
AUM
$26.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING, COLLEGE PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILKYLAMAMEMIMONCNENHNJNYOHORPASCTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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