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BERKSHIRE MONEY MANAGEMENT, INC.
CRD 124873 · SEC 801-61763
161 MAIN STREET, DALTON, MA, 01226, United States
Phone
888-232-6072
Fax
413-997-2005
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.23B
Team
22 total employees; 8 advisory reps; 4 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING, COLLEGE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 540 | $214.1M |
| High net worth individuals | 335 | $965.2M |
| Pension/profit sharing plans | 6 | $19.8M |
| Charitable organizations | 15 | $1.4M |
| Corporations/business entities | 7 | $26.6M |
States served
AZ, CA, CO, GA, IL, KY, LA, ME, MA, MI, NE, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD