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| Beaumont Financial Advisors LLC
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| |
|---|---|
| CRD # | 322925 |
| SEC # | 801-126715 |
| CIK # | 0001957394 |
| AUM | $3.0 BB (2024-08-26) |
| Employees | 23 (65% Investors, 0% Brokers) |
| Phone | 781-400-2800 |
| Address | 250 1st Avenue, Suite 101 Needham, MA 02494 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001957394 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 61.3 | |
| Microsoft Corp | 1,918,222.4 | 60.3 | |
| Alphabet Inc | 1,475,138.5 | 43.8 | |
| Amazon Com Inc | 1,092,997.8 | 32.5 | |
| Fidelity Wise Origin Bitcoin Fund | 26.0 | ||
| Nvidia Corp | 399,550.0 | 24.5 | |
| Lowes Companies Inc | 111,668.6 | 20.8 | |
| McDonalds Corp | 179,584.2 | 20.3 | |
| Facebook Inc | 434,852.0 | 19.6 | |
| Grayscale Bitcoin Trust BTC | 19.4 | ||
| VISA Inc | 419,260.5 | 19.1 | |
| Johnson & Johnson | 465,600.2 | 18.7 | |
| PepsiCo Inc | 226,773.9 | 15.5 | |
| BP PLC | 93,834.6 | 14.7 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,314 | 1.1 |
| (b) Individuals (high net worth individuals) | 220 | 1.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 5 | 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 | 6 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,968 | 3.0 |
| By Discretionary | ||
| Discretionary | 3,597 | 2.2 |
| Non-Discretionary | 371 | 0.8 |
| Total | 3,968 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 3,968 | 3.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001957394] |
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|---|---|---|
|
Sentry Advisors LLC
✚
|
CA | 3.0 |
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G W Henssler & Associates Ltd
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GA | 3.0 |
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Pallas Capital Advisors LLC
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TN | 2.9 |
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Founders Financial Securities LLC
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MD | 2.9 |
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Money Concepts Capital Corp
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FL | 2.9 |