Overview
Assets Under Management: $2.0 billion
Headquarters: NEEDHAM, MA
High-Net-Worth Clients: 138
Average Client Assets: $4.4 million
Frequently Asked Questions
BEAUMONT FINANCIAL PARTNERS 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 #108345), BEAUMONT FINANCIAL PARTNERS LLC is subject to fiduciary duty under federal law.
BEAUMONT FINANCIAL PARTNERS LLC is headquartered in NEEDHAM, MA.
BEAUMONT FINANCIAL PARTNERS LLC serves 138 high-net-worth clients according to their SEC filing dated October 01, 2018. View client details ↓
According to their SEC Form ADV, BEAUMONT FINANCIAL PARTNERS LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BEAUMONT FINANCIAL PARTNERS LLC manages $2.0 billion in client assets according to their SEC filing dated October 01, 2018.
According to their SEC Form ADV, BEAUMONT FINANCIAL PARTNERS LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 138
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.92%
Average Client Assets: $4.4 million
Total Client Accounts: 2,881
Discretionary Accounts: 2,797
Non-Discretionary Accounts: 84
Regulatory Filings
CRD Number: 108345
Filing ID: 1241757
Last Filing Date: 2018-10-01 12:22:00