BERKSHIRE MONEY MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,227,078,134
Discretionary
$1,226,481,436
Non-discretionary
$596,698
Firm details
- CRD number
- 124873
- SEC file number
- 801-61763
- Main office
- DALTON, MA, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.