BERKSHIRE MONEY MANAGEMENT, INC.

161 Main Street
Dalton, Massachusetts 01226
Tel: 888-232-6072

About BERKSHIRE MONEY MANAGEMENT, INC.

BERKSHIRE MONEY MANAGEMENT, INC, formally registered with the SEC as BERKSHIRE MONEY MANAGEMENT, INC. The firm was established in 01/29/2003. They have over 3 offices throughout the country.

BERKSHIRE MONEY MANAGEMENT, INC. is a Dalton, Massachusetts based Financial Planning firm with nearly $1,075,414,036 assets under management, offering retirement planning & investment advisory services to 2286 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124873
SEC#	801-61763
Assets Managed by Firm	$1,075,414,036
No. of Clients	2286
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING, COLLEGE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2286	$1,075,414,036
Individuals (other than high net worth individuals)	526	$203,635,429
High net worth individuals	313	$828,757,945
Pension and profit sharing plans	6	$17,680,002
Charitable organizations	6	$928,077
Corporations or other businesses	7	$24,412,583

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