Beaumont Financial Partners LLC
Beaumont Financial Partners LLC (CRD# 108345) is a financial advisory firm headquartered in Needham, MA. They manage $1,394,613,562 in 2,816 accounts and serve the financial needs of clients across 26 states (or territories).
-
Total Assets Under Management1,395MILLION
-
Total Number of Accounts2,816ACCOUNTS
-
Average Account Value$495,246
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DC, FL, GA, ID, IL, LA, MA, MD, ME, MN, MO, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VT, WI
Robert Alimena (CRD# 4935476) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Huntington Station, NY and has over 12 years of experience in the finance industry. Robert Alimena has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Brandon Beauvais (CRD# 4571210) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 15 years of experience in the finance industry.
Peter Girard (CRD# 2603020) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 21 years of experience in the finance industry. Peter Girard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Barber (CRD# 5764782) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 6 years of experience in the finance industry.
Timothy Bottomly (CRD# 4842348) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 11 years of experience in the finance industry.
Adam Bourk (CRD# 4248439) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 16 years of experience in the finance industry.
Keefe Buchanan (CRD# 5561965) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Fort Lauderdale, FL and has over 8 years of experience in the finance industry.
James Bulger (CRD# 2754119) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Wayne, NJ and has over 9 years of experience in the finance industry.
Richard Darr (CRD# 4294239) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 8 years of experience in the finance industry.
Robert Depascale (CRD# 4533196) is an Investment Advisor Representative working at Beaumont Financial Partners LLC in Needham, MA and has over 14 years of experience in the finance industry.