BERKSHIRE MONEY MANAGEMENT, INC.

BERKSHIRE MONEY MANAGEMENT, INC. of DALTON, MA is an SEC-registered investment adviser (CRD 124873). Regulatory assets under management: $1.2B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

Officers, owners & control persons (11)

NameRoleLocation
Allen Pierre HarrisCO-OWNER, CEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERDalton, MA
Scott Christopher LittleASSOCIATE VICE PRESIDENT
Natalie Rose WheelerCHIEF OPERATING OFFICER
Stacey Lee CarverCO-OWNER, CHIEF ENGAGEMENT OFFICER
HARRIS ALLEN PPRESIDENT; PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER
LITTLE SCOTT CHRISTOPHERASSOCIATE VICE PRESIDENT
CARVER STACEY LEEVICE PRESIDENT OF OPERATIONS
HARRIS ALLEN PIERRECEO, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER; PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER
HOTALING SCOTT ALLENCFO
SCHMICK BARBARA JEANPRESIDENT AND CHIEF OPERATING OFFICER
WHEELER NATALIE ROSECHIEF OPERATING OFFICER

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