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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 |
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