Back to top

Berkshire Money Management, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
Vanguard Russell 1000 Index Fund $5,338,000

    Assets

    Assets

    Last updated on March 1, 2020
      • $609.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 2K
        Accounts
      • $363.2K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    9

    name start date
    Peter James Coughlin
    December 2016
    Nathan Robert Tomkiewicz
    September 2017
    William John Schmick
    July 2009
    Jayne Ann Bills
    December 2017
    Allen Pierre Harris
    April 2004

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Allen Pierre Harris Ceo, Chief Investment Officer & Chief Compliance Officer April, 2001 75% or more
      Scott Christopher Little Associate Vice President January, 2002 less than 5%
      Barbara Jean Schmick President And Chief Operating Officer October, 2014 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees