| 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 |
Berkshire Money Management, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.
Berkshire Money Management, Inc. reports 18 employees.
Berkshire Money Management, Inc. is based in Dalton, MA and has been SEC-registered since 2003.
Berkshire Money Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.08B |
| Non-discretionary | $231K |
| Total (RAUM) | $1.08B |