Berkshire Money Management, Inc.
Berkshire Money Management, Inc. (CRD# 124873) is a financial advisory firm headquartered in Dalton, MA. They manage $903,750,191 in 2,171 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management904MILLION
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Total Number of Accounts2,171ACCOUNTS
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Average Account Value$416,283
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AZ, CA, CO, CT, FL, GA, IL, KY, LA, MA, ME, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
John Bielski (CRD# 4715875) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 21 years of experience in the finance industry.
Peter Coughlin (CRD# 1379968) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 38 years of experience in the finance industry.
Allen Harris (CRD# 2790445) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 26 years of experience in the finance industry.
Scott Little (CRD# 5531868) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 22 years of experience in the finance industry.
Zachary Marcotte (CRD# 6216786) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 10 years of experience in the finance industry.
Lauren Russo (CRD# 6950535) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 5 years of experience in the finance industry.
Nathan Tomkiewicz (CRD# 6837450) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Dalton, MA and has over 6 years of experience in the finance industry.
Holly Simeone (CRD# 7058714) is an Investment Advisor Representative working at Berkshire Money Management, Inc. in Great Barrington, MA and has over 2 years of experience in the finance industry.