Beaumont Financial Partners LLC

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Assets, Funds, Holdings

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Beaumont Financial Partners LLC
CRD #108345
SEC #801-57100
CIK #0001352764
AUM
Employees 24 (58% Investors, 0% Brokers)
Phone781-400-2800
Address250 1st Avenue
Needham, MA 02494
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
4.03.22.41.60.80.01999200720152024
CIK Period
0001352764
Sector Form 13F Holdings Value ($B)
Apple Inc 0.0
Microsoft Corp 0.0
Alphabet Inc 0.0
Johnson & Johnson 0.0
McDonalds Corp 0.0
Lowes Companies Inc 0.0
Amazon Com Inc 0.0
PepsiCo Inc 0.0
VISA Inc 0.0
American Tower Corp /MA/ 0.0
Danaher Corp /DE/ 0.0
Abbott Laboratories 0.0
Sprott Physical Gold & Silver Trust 0.0
Sony Corp 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
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
EDGAR Form CIK 2011 - 2025
13F-HR [0001352764]
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