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BERKSHIRE MONEY MANAGEMENT, INC.
BERKSHIRE MONEY MANAGEMENT, INC. (CRD# 124873) is an SEC-Registered Investment Advisor (RIA), headquartered in Dalton, MA. The SEC approved the firm to operate as an RIA in Jan 2003. In May 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $464.2 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
BERKSHIRE MONEY MANAGEMENT, INC. also reported in May 2018:
  • 10 employees, with 6 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BERKSHIRE MONEY MANAGEMENT, INC. has no disclosure events reported to the SEC at this time.
 

View BERKSHIRE MONEY MANAGEMENT, INC.'s most recent Form ADV filing
 


BERKSHIRE MONEY MANAGEMENT, INC. has Notice Filings with the following State Securities Authorities: AZ-Aug 2004, CA-Aug 2004, CO-Jul 2010, CT-Jul 2010, FL-Aug 2004 , GA-Feb 2010, IL-Aug 2004, LA-Aug 2004, MA-Jan 2003, MD-Feb 2009 , ME-Feb 2017, MI-Nov 2003, MO-Jan 2014, NC-Nov 2003, NE-Feb 2006 , NH-Feb 2006, NJ-Nov 2003, NV-Jan 2011, NY-Nov 2003, OH-Mar 2004 , OR-Jan 2014, PA-Mar 2004, SC-Mar 2004, TN-May 2008, TX-Mar 2004 , UT-Nov 2008, VA-Nov 2012, VT-Feb 2006, WA-Jan 2016

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.