Overview
Assets Under Management: $1.1 billion
Headquarters: DALTON, MA
High-Net-Worth Clients: 313
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 313
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,286
Discretionary Accounts: 2,283
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 124873
Last Filing Date: 2025-02-28 00:00:00
Website: https://berkshiremm.com