Beaulieu & Associates, LLC
Beaulieu & Associates, LLC (CRD# 168829) is a financial advisory firm headquartered in Somers, CT. They manage $31,500,000 in 166 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Beaulieu & Associates, LLC
By the Numbers
-
Total Assets Under Management32MILLION
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Total Number of Accounts166ACCOUNTS
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Average Account Value$189,759
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT
Financial Advisors at Beaulieu & Associates, LLC
1
James Beaulieu (CRD# 1914268) is an Investment Advisor Representative working at Beaulieu & Associates, LLC in Somers, CT and has over 29 years of experience in the finance industry.
2
Gabriella Beaulieu (CRD# 6661850) is an Investment Advisor Representative working at Beaulieu & Associates, LLC in Somers, CT and has over 3 years of experience in the finance industry.
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