Investment adviser · CRD 108345
BEAUMONT FINANCIAL PARTNERS LLC
Investment adviser filing (IA)
NEEDHAM, MA, United States · Form ADV filed Sep 22, 2022
- Regulatory AUM
- $3.03B Form ADV · Item 5.F
- Client accounts
- 3,616 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 197 | $1,144,613,554 | 37.8% |
| Individuals | 1,187 | $1,129,358,594 | 37.3% |
| Corporations & businesses | 5 | $743,529,254 | 24.6% |
| Charities | Fewer than 5 | $9,251,469 | 0.3% |
| Retirement plans | Fewer than 5 | $289,995 | 0.0% |
Filing source
Form ADV 1677453 · Sep 22, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 22, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
250 1ST AVENUE, SUITE 101NEEDHAM, MA, 02494, United States
CRD 108345
Filing source
Form ADV 1677453 · Sep 22, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.