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| Happy Holidays!! thanks for using AUM13F!! |
| Beaumont Asset Management LLC
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| CRD # | 150407 |
| SEC # | 801-107451 |
| CIK # | |
| AUM | $349.8 M (2025-03-21) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 409-899-9569 |
| Address | 2911 Toccoa Street Beaumont, TX 77703 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 42.1 |
| (b) Individuals (high net worth individuals) | 77 | 253.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 38.0 |
| (h) Charitable organizations | 4 | 8.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 7.8 |
| (n) Other | 0 | 0.0 |
| Total | 448 | 349.8 |
| By Discretionary | ||
| Discretionary | 448 | 349.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 448 | 349.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 349.8 | |
| Total | 448 | 349.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ADE LLC
✚
|
MD | 0.4 |
|
Tower Wealth Partners Inc
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|
PA | 0.4 |
|
Sagebroadview Wealth Management LLC
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|
CT | 0.4 |
|
Eaglebrook Advisors Inc
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|
MD | 0.4 |
|
Keyes Stange & Wooten Wealth Management LLC
✚
|
FL | 0.4 |
|
Adirondack Capital Advisors LLC
✚
|
NY | 0.4 |
|
The Karras Company Inc
✚
|
UT | 0.3 |
|
Southbridge Advisors LLC
✚
|
GA | 0.3 |
|
Tumwater Wealth Management LLC
✚
|
ID | 0.3 |
|
Virginia Wealth Management Group Inc
✚
|
VA | 0.3 |