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Beaumont Financial Advisors LLC
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CRD # | 322925 |
SEC # | 801-126715 |
CIK # | 0001957394 |
AUM | $2.7 BB (2023-03-24) |
Employees | 23 (61% Investors, 0% Brokers) |
Phone | 781-400-2800 |
Address | 250 1st Avenue, Suite 101 Needham, MA 02494 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 51.1 | |
MSFT | 1,918,222.4 | 39.4 | |
GOOGL | 1,475,138.5 | 25.1 | |
MCD | 179,584.2 | 24.7 | |
JNJ | 465,600.2 | 21.0 | |
LOW | 111,668.6 | 20.2 | |
PEP | 226,773.9 | 17.3 | |
AMZN | 1,092,997.8 | 16.8 | |
V | 419,260.5 | 16.1 | |
SONY | 102,847.3 | 12.2 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,328 | 1.1 |
(b) Individuals (high net worth individuals) | 230 | 1.0 |
(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 | 0.7 |
(n) Other | 0 | 0.0 |
Total | 3,920 | 2.7 |
By Discretionary | ||
Discretionary | 3,560 | 2.0 |
Non-Discretionary | 360 | 0.8 |
Total | 3,920 | 2.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.7 | |
Total | 3,920 | 2.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001957394] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Essex Financial Services Inc
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CT | 2.8 |
Ulrich Consulting and Investment Group LLC
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|
NM | 2.7 |
IPG Investment Advisors LLC
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|
CA | 2.7 |
Verdence Capital Advisors LLC
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|
MD | 2.7 |
LaSalle St Investment Advisors LLC
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|
IL | 2.7 |
Journey Strategic Wealth LLC
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|
NJ | 2.7 |
Texas Yale Capital Corp
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|
FL | 2.7 |
Smith Salley & Associates LLC
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|
NC | 2.7 |
Arvest Investments Inc
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|
AR | 2.7 |
Anchor Capital Advisors LLC
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|
MA | 2.7 |