|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Beantown Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 134637 |
| SEC # | 801-132054 |
| CIK # | |
| AUM | $137.0 M (2025-02-04) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 508-529-0102 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 13.7 |
| (b) Individuals (high net worth individuals) | 41 | 123.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 242 | 137.0 |
| By Discretionary | ||
| Discretionary | 242 | 137.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 242 | 137.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.0 | |
| Total | 242 | 137.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Somnio Financial Group LLC
✚
|
CT | 0.1 |
|
Argent Wealth Management Inc
✚
|
TX | 0.1 |
|
Richwood Investment Advisors LLC
✚
|
OH | 0.1 |
|
Financial Strategies Inc
✚
|
WI | 0.1 |
|
Steward Advisors LLC
✚
|
IL | 0.1 |
|
Personal Financial Solutions LLC
✚
|
NJ | 0.1 |
|
Bird Rock Asset Management LP
✚
|
TX | 0.1 |
|
Unified Investment Management LLC
✚
|
GA | 0.1 |
|
Drystone LLC
✚
|
0.1 | |
|
Sustainable Investment Solutions LLC
✚
|
MA | 0.1 |