Beaulieu Financial Services, LLC
Beaulieu Financial Services, LLC (CRD# 168829) is a financial advisory firm headquartered in Somers, CT. They manage $46,000,000 in 171 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management46MILLION
Total Number of Accounts171ACCOUNTS
Average Account Value$269,006
- 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
CT, MA, RI
James Beaulieu (CRD# 1914268) is an Investment Advisor Representative working at Beaulieu Financial Services, LLC in Somers, CT and has over 24 years of experience in the finance industry.