Berkshire Money Management, Inc.
Firm details
- Headquarters
- Dalton, Massachusetts
- CRD number
- 124873
- Registered since
- January 29, 2003
- Website
- berkshiremm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.66%
- Individuals17.45%
- Corporations / Businesses2.17%
- Pension & Profit Sharing Plans1.61%
- Charitable Organizations0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Berkshire Money Management, Inc. is an independent, SEC-registered advisory firm formed in 2003 and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, providing financial planning and discretionary portfolio management for individuals, small businesses, and institutions. It also operates as an insurance broker and charges clients via a mix of percentage-of-AUM fees, hourly fees, and fixed fees. Berkshire does not identify as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds7%
- US Government Bonds3%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
Natalie Wheeler
Chief Operating OfficerCRD 6632130
Contacts
3 of 11
Michael O'brien
Financial PlannerCRD 8040016
Scott Little
Vice PresidentCRD 5531868
Stacey Carver
Co-OwnerCRD 4837981
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$1.2B in ETFs
82%
$1B
6%
$227M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $251M | 336,187 | 20.45% |
Location
Dalton, MA
Berkshire
Location
Dalton, MA
Headquartered in Dalton, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- Berkshire
- Address
- 161 Main St
- Time zone
- ET (UTC-5)
- Office locations
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