Nathan
Tomkiewicz
Berkshire Money Management, Inc
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About this Advisor
Nathan Tomkiewicz is a financial advisor based in Dalton, Massachusetts, working with Berkshire Money Management, Inc. Nathan has previously held positions at Berkshire Money Management, Inc, J.H. Maxymillian Inc, Jiminy Peak, and Full-Time Education. Nathan has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Nathan is part of Berkshire Money Management, Inc, which operates out of Dalton, Massachusetts. The firm has 2 offices and 19 employees. The firm manages assets totaling $903.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Berkshire Money Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Berkshire Money Management, Inc Brokerage Details
$903,750,191
19
2,171
$416,283
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
Berkshire Money Management, Inc
Jiminy Peak
J.H. Maxymillian Inc
Full-Time Education
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
Dalton, MA
Great Barrington, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
Dalton, MA
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