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 registered investment advisor, registered with the SEC in 2003, that manages portfolios for both individual/family clients and institutional accounts. The firm combines portfolio management and financial planning services with insurance brokerage capabilities. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, and it operates under individual ownership. Investment activity is centered on equities exposure delivered predominantly through exchange-traded instruments rather than a heavy direct-stock orientation.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Brendan Bullett
Financial AdvisorCRD 4477713
Lauren Russo
Financial PlannerCRD 6950535
Zachary Marcotte
Director of Financial PlanningCRD 6216786
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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