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Beaumont Financial Advisors, LLC

● SEC registered since 2022CRD 322925SEC# 801-126715Needham, MA
Export (members)
Reg. AUM
$3.38B
Employees
23
Accounts
4,275
Location
Needham, MA

Beaumont Financial Advisors, LLC assets under management

Beaumont Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Needham, MA. The firm has been registered since 2022. It reports $3.4 billion in regulatory assets under management and employs 23 people.
www.linkedin.com/company/4991569View on SEC.gov ↗

Beaumont Financial Advisors, LLC owners & executives

15 reported
NameTitleOwnershipSince
Edward Francis Hurley ControlChief Financial OfficerUnder 5%2022
Focus Operating, LLC ControlMember (manager)Over 75%2022
Michael Harris Snyder ControlChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Beaumont Financial Advisors, LLC manage?

Beaumont Financial Advisors, LLC reports $3.4 billion in regulatory assets under management on its Form ADV.

How many employees does Beaumont Financial Advisors, LLC have?

Beaumont Financial Advisors, LLC reports 23 employees.

Where is Beaumont Financial Advisors, LLC located?

Beaumont Financial Advisors, LLC is based in Needham, MA and has been SEC-registered since 2022.

Does Beaumont Financial Advisors, LLC disclose fund performance?

Beaumont Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address250 1st Avenue, Suite 101, Needham, MA 02494
Phone781-400-2800
Fax781-400-2879
Office hours8:30 a.m. - 5:30 p.m.
SEC regionBoston Regional Office (BRO)
CIK1957394
Discloses disciplinary historyNo

Assets under management

Discretionary$2.48B
Non-discretionary$893.7M
Total (RAUM)$3.38B