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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) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 |
|---|---|---|
| 13F-HR | [0001957394] |
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