| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Elliot Somerset Control | Cco | Over 75% | 2003 |
| Wendy Ann Somerset | Member | 10-25% | 2013 |
Beantown Financial Advisors LLC reports $137 million in regulatory assets under management on its Form ADV.
Beantown Financial Advisors LLC reports 1 employees.
Beantown Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 508-529-0102 |
| Fax | 508-464-5870 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $137M |
| Non-discretionary | $0 |
| Total (RAUM) | $137M |