Berkshire Money Management Review

Trust Score 96%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

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 581 clients (1:65 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $5,000
Average Client Balance $810,528
Hybrid Advisor No
Disciplinary History No
Total AUM $470.9 million
Advisor / Client Ratio 1:65
Headquarters Dalton, MA
SEC Filings Forms and Brochures    (CRD # 124873)
State(s) Registered AZ, CA, CO, CT, FL, GA, IL, LA, ME, MD, MA, MI, MO, NE, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VT, VA, WA

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