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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Berkshire Money Management Inc
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|---|---|
| CRD # | 124873 |
| SEC # | 801-61763 |
| CIK # | 0001535172, 0000153517 |
| AUM | $1.1 B (2025-02-28) |
| Employees | 18 (44% Investors, 0% Brokers) |
| Phone | 888-232-6072 |
| Address | 161 Main Street Dalton, MA 01226 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.8 | ||
| Microsoft Corp | 3.3 | ||
| Nvidia Corp | 2.4 | ||
| Amazon Com Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 526 | 203.6 |
| (b) Individuals (high net worth individuals) | 313 | 828.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 17.7 |
| (h) Charitable organizations | 6 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 24.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,286 | 1,075.4 |
| By Discretionary | ||
| Discretionary | 2,283 | 1,075.2 |
| Non-Discretionary | 3 | 0.2 |
| Total | 2,286 | 1,075.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,075.4 | |
| Total | 2,286 | 1,075.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001535172] |
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