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 adviser that has been registered with the SEC since 2003. The firm serves both individuals and families as well as institutional clients, offering portfolio management and financial planning alongside insurance brokerage services. Its fee schedules include percentage-of-AUM charges, hourly fees, and fixed-fee engagements. The firm reports that it does not position itself as an ESG-active investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 116Active vs passive
$1.3B in ETFs
82%
$1B
11%
$233M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $259M | 339,164 | 20.43% |
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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