BEAUMONT ASSET MANAGEMENT, LLC

2911 Toccoa Street
Suite B
Beaumont, Texas 77703
Tel: 409-899-9569

About BEAUMONT ASSET MANAGEMENT, LLC

BEAUMONT ASSET MANAGEMENT, LLC, formally registered with the SEC as BEAUMONT ASSET MANAGEMENT, LLC. The firm was established in 03/18/2016. They have over 3 offices throughout the country.

BEAUMONT ASSET MANAGEMENT, LLC is a Beaumont, Texas based Financial Planning firm with nearly $308,093,748 assets under management, offering retirement planning & investment advisory services to 446 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150407
SEC#	801-107451
Assets Managed by Firm	$308,093,748
No. of Clients	446
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	446	$308,093,748
Individuals (other than high net worth individuals)	131	$45,510,119
High net worth individuals	69	$217,678,552
Pension and profit sharing plans	2	$35,946,416
Charitable organizations	4	$7,859,940
Corporations or other businesses	1	$1,098,721

More Retirement Planning firms in Beaumont, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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