Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
42721854
SEC advisor number
801-22549
FINRA CRD number
104728
AUM ?
$346.02 mm
(as of 29 Mar 24)
Accounts
147
(as of 29 Mar 24)
Employees
2
(2 investment advisory or research)
Address
Beaton Management
150 SUMMER STREET
HAVERHILL
MA 01830
150 SUMMER STREET
HAVERHILL
MA 01830
Phone
978-372-3008
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22