BERKSHIRE MONEY MANAGEMENT, INC. - Financial Advisor in Massachusetts, Dalton

Tel: 888-232-6072 161 Main Street Dalton, Massachusetts 01226

About BERKSHIRE MONEY MANAGEMENT, INC.

BERKSHIRE MONEY MANAGEMENT, INC. is a Dalton, Massachusetts based financial advisory firm with nearly $1,075,414,036 in assets under management and provides investment advisory services for 2286 clients. There are currently 18 financial advisors at the firm.

General Information

Firm CRD#:

124873

Firm SEC#:

801-61763

Assets Under Management:

$1,075,414,036

No. of Clients:

2286

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING, COLLEGE PLANNING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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