BEAUMONT FINANCIAL PARTNERS

250 1st Avenue, Suite 101
Needham, Massachusetts 02494
Tel: 781-400-2800

About BEAUMONT FINANCIAL PARTNERS

BEAUMONT FINANCIAL PARTNERS, formally registered with the SEC as BEAUMONT FINANCIAL PARTNERS. The firm was established in 10/26/2022. They have over 2 offices throughout the country.

BEAUMONT FINANCIAL PARTNERS is a Needham, Massachusetts based Financial Planning firm with nearly $2,960,441,587 assets under management, offering retirement planning & investment advisory services to 3968 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322925
SEC#	801-126715
Assets Managed by Firm	$2,960,441,587
No. of Clients	3968
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; AND INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3968	$2,960,441,587
Individuals (other than high net worth individuals)	1314	$1,098,306,275
High net worth individuals	220	$1,118,907,081
Charitable organizations	5	$14,956,279
Corporations or other businesses	6	$728,271,952

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