Berkshire Money Management Review

Trust Score 96%
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Berkshire Money Management, federally registered in 2003, is a Registered Investment Advisor (RIA) in 29 state(s) with a licensed staff of 9 advisors. Berkshire Money Management manages $470.9 million and provides investment advisory services for 572 clients (1:64 advisor/client ratio).

Berkshire Money Management requires a $5,000 minimum investment.



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Managed Investing

Feature Value
Minimum Investment $5,000
Average Account AUM $823,281
Hybrid Advisor No
Disciplinary History No
Total AUM $470.9 million
Advisor / Client Ratio 1:64
Headquarters Dalton, MA
SEC Filings Forms and Brochures

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