Beaumont Financial Partners, MA — Investment Adviser | BuildTrust

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BEAUMONT FINANCIAL PARTNERS

Investment AdviceNEEDHAM, MA

Assets Under Management

$3.4B

Total AUM

Donut chart: Discretionary 2.5B, Non-Discretionary 893.7M
Category	Value
Discretionary	2.5B
Non-Discretionary	893.7M

Adviser Information

Field	Value
CRD Number	322925
SEC Number	801-126715
Street Address	250 1ST AVENUE, SUITE 101
Location	NEEDHAM, MA 02494
Country	United States
Phone	781-400-2800
Fax	781-400-2879
Total Employees	23
Business Types	financial_product_sales

Client Count by Type (1,751 Total)

Horizontal bar chart: Individuals (other than H… 1,462, High Net Worth Individual… 277, Charitable Organizations 6, Corporations/Businesses 5, Insurance Companies 1
Category	Value
Individuals (other than H…	1,462
High Net Worth Individual…	277
Charitable Organizations	6
Corporations/Businesses	5
Insurance Companies	1