BEATON MANAGEMENT CO INC

150 Summer Street
Haverhill, Massachusetts 01830-6032
Tel: 978-372-3008

About BEATON MANAGEMENT CO INC

BEATON MANAGEMENT CO INC, formally registered with the SEC as BEATON MANAGEMENT CO INC. The firm was established in 10/15/1984. They have over 1 offices throughout the country.

BEATON MANAGEMENT CO INC is a Haverhill, Massachusetts based Financial Planning firm with nearly $346,020,035 assets under management, offering retirement planning & investment advisory services to 147 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104728
SEC#	801-22549
Assets Managed by Firm	$346,020,035
No. of Clients	147
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Other (PORTFOLIO MANAGEMENT FOR CHARITABLE ORGANIZATIONS,TRUSTS, AND ESTATES.)

Firm Client Information

	No. of Clients	AUM
Firm Total	147	$346,020,035
Individuals (other than high net worth individuals)	110	$169,116,952
High net worth individuals	9	$88,850,094
Pension and profit sharing plans	Fewer than 5 clients	$6,535,339
Charitable organizations	26	$81,517,650

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