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| Beaumont Financial Advisors LLC
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|---|---|
| CRD # | 322925 |
| SEC # | 801-126715 |
| CIK # | 0001957394 |
| AUM | 3,758.6 M (2026-03-24) |
| Employees | 24 (62% Investors, 0% Brokers) |
| Phone | 781-400-2800 |
| Address | 250 1st Avenue, Suite 101 Needham, MA 02494 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001957394 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 65.2 | ||
| Alphabet Inc | 61.7 | ||
| Microsoft Corp | 40.3 | ||
| Nvidia Corp | 36.0 | ||
| Amazon Com Inc | 31.8 | ||
| Johnson & Johnson | 28.1 | ||
| Sprott Physical Gold & Silver Trust | 27.0 | ||
| Fidelity Wise Origin Bitcoin Fund | 26.3 | ||
| Facebook Inc | 22.9 | ||
| McDonalds Corp | 22.8 | ||
| Lowes Companies Inc | 20.4 | ||
| Visa Inc | 19.0 | ||
| Dicks Sporting Goods Inc | 15.7 | ||
| PepsiCo Inc | 15.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,553 | 1.4 |
| (b) Individuals (high net worth individuals) | 345 | 1.5 |
| (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 | 6 | 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 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 4,286 | 3.8 |
| By Discretionary | ||
| Discretionary | 4,107 | 2.7 |
| Non-Discretionary | 179 | 1.0 |
| Total | 4,286 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 4,286 | 3.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001957394] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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