Berkshire Money Management Inc

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Assets, Funds, Holdings

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Berkshire Money Management Inc
CRD #124873
SEC #801-61763
CIK #0001535172, 0000153517
AUM $903.8 MM (2024-08-14)
Employees 19 (47% Investors, 0% Brokers)
Phone888-232-6072
Address161 Main Street
Dalton, MA 01226
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
100080060040020002002200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 4.4
NVDA 399,550.0 1.7
XOM 385,508.3 1.5
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
90072054036018002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 542 203.1
(b) Individuals (high net worth individuals) 259 661.7
(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 7 16.2
(h) Charitable organizations 5 0.8
(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 8 22.0
(n) Other 0 0.0
Total 2,171 903.8
By Discretionary
Discretionary 2,169 903.6
Non-Discretionary 2 0.1
Total 2,171 903.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 903.8
Total 2,171 903.8
EDGAR Form CIK 2011 - 2024
13F-HR [0001535172]
Comparable Firms State AUM ($BB)
Atlas Capital Advisors Inc
CA 0.9
SC&H Financial Advisors Inc
MD 0.9
Wellington Shields Capital Management LLC
NY 0.9
SouthernSun Asset Management LLC
TN 0.9
JFG Wealth Management LLC
CO 0.9
Versant Capital Management Inc
AZ 0.9
Private Portfolio Partners LLC
NJ 0.9
Oak Ridge Investments LLC
IL 0.9
Rae & Lipskie Investment Counsel Inc
0.9
Headinvest LLC
ME 0.9
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