Berkshire Money Management Inc
Legal Name: BERKSHIRE MONEY MANAGEMENT, INC.
161 MAIN STREET, DALTON, MA
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 legally known as BERKSHIRE MONEY MANAGEMENT, INC.. It is a MA Corporation. This firm has 12 employees, of which 8 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 29, 2003.
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
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