Overview
Assets Under Management: $394 million
Headquarters: HAVERHILL, MA
High-Net-Worth Clients: 2
Average Client Assets: $98 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.72
Average High-Net-Worth Client Assets: $98 million
Total Client Accounts: 145
Discretionary Accounts: 140
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 104728
Filing ID: 1965180
Last Filing Date: 2025-03-30 15:19:00
Website: https://beatonmanagement.com