Beaumont Financial Partners LLC
- Assets, Funds, Holdings
| Beaumont Financial Partners LLC
|
|---|
| CRD # | 108345 |
| SEC # | 801-57100 |
| CIK # | 0001352764 |
| AUM |
|
| Employees |
24 (58% Investors, 0% Brokers)
|
| Phone | 781-400-2800 |
| Address | 250 1st Avenue
Needham, MA 02494 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($BB)
|
|---|
|
|
| AUM Breakdown |
Accounts |
AUM ($BB) |
|---|
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
1,187
|
1.1 |
| (b) Individuals (high net worth individuals) |
197
|
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 |
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 |
5 |
0.7 |
| (n) Other |
0 |
0.0 |
| Total |
3,616 |
3.0 |
| By Discretionary |
| Discretionary |
3,202 |
2.2 |
| Non-Discretionary |
414 |
0.8 |
| Total |
3,616 |
3.0 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
3.0 |
| Total |
3,616 |
3.0 |
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