Berkshire Money Management Inc
Legal Name: BERKSHIRE MONEY MANAGEMENT, INC.
161 MAIN STREET, DALTON, MA
888-232-6072
http://www.berkshiremm.com
Frequently Asked Questions (FAQ)
Full Contact Details
Berkshire Money Management Inc
161 MAIN STREET, DALTON, MA
888-232-6072
413-997-2005
Other Info
Berkshire Money Management, Inc. is a Massachusetts Corporation with a team of 12 employees, 8 of whom are employed in advisory roles. Though the exact number of clients served by the firm is unknown, it is SEC approved and has been since January 29, 2003.
Investment Advisory Firm | Berkshire Money Management
Berkshire Money Management is an independent investment advisory firm based in the Berkshires--Pittsfield, Lenox, Dalton, Great Barrington, Lee--of Western Massachusetts.
Direct Owners
-
ALLEN PIERRE HARRIS
CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER owns 75% or more
-
BARBARA JEAN SCHMICK
PRESIDENT AND CHIEF OPERATING OFFICER owns less than 5%
-
SCOTT CHRISTOPHER LITTLE
ASSOCIATE VICE PRESIDENT owns less than 5%
Firms Located Nearby
- Commonwealth Equity Services LLC
- OPUS Investment Management Inc
- Bain Capital Credit LP
- Martingale Asset Management LP
- Adage Capital Management LP
- Adamas Partners LLC
- Marketsflow Inc
- Retirement Resources Investment Corporation
- Columbia Management Investment Advisers LLC
- Wellesley Investment Partners LLC
News
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 29, 2019
- SPDR S&P 500 ETF TR TR UNIT $92,629k
- VANGUARD GROUP $66,262k
- SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $50,050k
- ISHARES TR RUS 1000 GRW ETF $47,373k
- INNOVATOR ETFS TR $29,615k
- INNOVATOR ETFS TR $27,500k
- INVESCO EXCHNG TRADED FD TR $26,494k
- SPDR SERIES TRUST BLOOMBERG SRT TR $23,427k
- SPDR DOW JONES INDL $22,131k
- ISHARES TR RUSSELL 2000 ETF $20,493k