Nathan
Tomkiewicz
Berkshire Money Management, Inc
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About this Advisor
Nathan Tomkiewicz is a financial advisor operating out of Dalton, Massachusetts with a total of 6 years of relevant experience. Tomkiewicz is an employee of Berkshire Money Management, Inc. Over the course of their career, they have held roles at Berkshire Money Management, Inc, J.H. Maxymillian Inc, Jiminy Peak and Full-Time Education. Tomkiewicz holds a Series 65 license, designating them as an investment advisor representative, and is registered to work in Massachusetts. Berkshire Money Management, Inc is a registered investment firm operating out of Dalton, MA. The investment advisory business has offices in two locations and a total of 19 employees. It controls $766 million in assets under management across its 2,064 customer accounts, placing it among the larger firms in the country by assets under management. The firm serves five charitable organizations. Of its 2,064 accounts, 29% are held by high-net-worth individuals who have more than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Financial advisory fees largely are based on the type of financial services. However, fees charged by Berkshire Money Management, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Berkshire Money Management, Inc Brokerage Details
$765,618,331
19
2,064
$370,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Nathan Tomkiewicz Work History
Nathan has been registered as a financial advisor for 6 years.*
Berkshire Money Management, Inc
Jiminy Peak
J.H. Maxymillian Inc
Full-Time Education
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathan Tomkiewicz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Berkshire Money Management, Inc
Great Barrington, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
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