Beantown Financial Advisors LLC
Beantown Financial Advisors LLC (CRD# 134637) is a financial advisory firm headquartered in , . They manage $35,561,000 in 132 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts132ACCOUNTS
Average Account Value$269,402
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.