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Berkshire Money Management, Inc. CRD 124873
$1.23B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
161 Main Street, Dalton, MA 01226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2014-02-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berkshire Money Management, Inc. | Dalton | MA | 12/2007 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-30 |
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