Berkshire Money Management, Inc.
● SEC registered since 2003CRD 124873SEC# 801-61763Dalton, MA
Reg. AUM
$1.23B
Employees
22
Accounts
2,362
Location
Dalton, MA
Berkshire Money Management, Inc. assets under management
Berkshire Money Management, Inc. is an investment advisory firm registered with the SEC based in Dalton, MA. The firm has been registered since 2003. It reports $1.2 billion in regulatory assets under management and employs 22 people.
Berkshire Money Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Pierre Harris Control | Co-Owner, Ceo, Chief Investment Officer & Chief Compliance Officer | 50-75% | 2001 |
| Natalie Rose Wheeler Control | Chief Operating Officer | Under 5% | 2020 |
| Scott Christopher Little | Associate Vice President | Under 5% | 2002 |
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Join to unlock · $37/moFrequently asked questions
How much does Berkshire Money Management, Inc. manage?
Berkshire Money Management, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Berkshire Money Management, Inc. have?
Berkshire Money Management, Inc. reports 22 employees.
Where is Berkshire Money Management, Inc. located?
Berkshire Money Management, Inc. is based in Dalton, MA and has been SEC-registered since 2003.
Does Berkshire Money Management, Inc. disclose fund performance?
Berkshire Money Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 161 Main Street, Dalton, MA 01226 |
| Phone | 888-232-6072 |
| Fax | 413-997-2005 |
| Office hours | 9a.m.-4p.m. Est |
| SEC region | Boston Regional Office (BRO) |
| CIK | 153517 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.23B▲ 14%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.23Bregulatory AUM
Discretionary $1.23BNon-discretionary $597K