Overview
Assets Under Management: $394 million
Headquarters: HAVERHILL, MA
High-Net-Worth Clients: 9
Average Client Assets: $11 million
Frequently Asked Questions
BEATON MANAGEMENT CO INC 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 #104728), BEATON MANAGEMENT CO INC is subject to fiduciary duty under federal law.
BEATON MANAGEMENT CO INC is headquartered in HAVERHILL, MA.
BEATON MANAGEMENT CO INC serves 9 high-net-worth clients according to their SEC filing dated March 30, 2025. View client details ↓
According to their SEC Form ADV, BEATON MANAGEMENT CO INC offers portfolio management for individuals. View all service details ↓
BEATON MANAGEMENT CO INC manages $394 million in client assets according to their SEC filing dated March 30, 2025.
According to their SEC Form ADV, BEATON MANAGEMENT CO INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.10
Average High-Net-Worth Client Assets: $11 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