Beaumont Financial Advisors is an investment advisor in Needham with $2.67 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
883330900
SEC advisor number
801-126715
FINRA CRD number
322925
AUM ?
$2.67 bn
(as of 13 Dec 22)
Accounts
3,588
(as of 13 Dec 22)
Employees
23
(14 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM - 5:30 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Hurley, Edward, Francis | Chief Financial Officer | 09/2022 | < 5% |
Snyder, Michael, Harris | Chief Compliance Officer | 09/2022 | < 5% |
Focus Operating, LLC | Member (Manager) | 09/2022 | > 75% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Fiore, Lawrence, Anthony | Director of Tax Services | 09/2022 | < 5% |
Cahill, Thomas, Joseph | Director of Wealth Management | 09/2022 | < 5% |
Dubuque, Philip, Julien | Chief Investment Officer | 09/2022 | < 5% |
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
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23