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
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    166
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Beaulieu & Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James J. Beaulieu
CRD#: 1914268
48 South Road, Unit 15, Somers, CT 06071

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 C. Beaulieu
CRD#: 6661850
48 South Road, Unit 15, Somers, CT 06071

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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