Overview
Assets Under Management: $137 million
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Frequently Asked Questions
BEANTOWN FINANCIAL ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134637), BEANTOWN FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
BEANTOWN FINANCIAL ADVISORS LLC serves 41 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, BEANTOWN FINANCIAL ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
BEANTOWN FINANCIAL ADVISORS LLC manages $137 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, BEANTOWN FINANCIAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
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