Overview
Assets Under Management: $137 million
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 242
Discretionary Accounts: 242
Regulatory Filings
CRD Number: 134637
Last Filing Date: 2025-02-04 00:00:00
Website: https://beantownfinancial.com