Beantown Financial Advisors LLC

Beantown Financial Advisors LLC (CRD# 134637) is a financial advisory firm headquartered in , . They manage $96,200,000 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.beantownfinancial.com
By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $1,749,091
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Beantown Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Somerset, financial advisor Jefferson MA
Joseph E. Somerset
CRD#: 3171281
Jefferson, MA

Joseph Somerset (CRD# 3171281) is an Investment Advisor Representative working at Beantown Financial Advisors LLC in Jefferson, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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