BEAUMONT FINANCIAL PARTNERS
Latest filing: Mar 27, 2025 (112 days ago)
AUM
$3,377,274,255
14% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
23
-8% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NEEDHAM, MA
250 1ST AVENUE, SUITE 101, NEEDHAM, MA, UNITED STATES, 2494
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $2.5 |
| Non-Discretionary | $0.9 |
| Total | $3.4 |
| Client | AUM |
|---|---|
| Retail | $2.6 |
| Pooled | $0.0 |
| Institutional | $0.8 |
| Total | $3.4 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,462 | $1.3 |
| Average Individual AUM | $865,180 | |
| HNW | 277 | $1.3 |
| Average HNW AUM | $4,770,882 | |
| Retail Total | 1,739 | $2.6 |
| Average Retail AUM | $1,487,307 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| NATIONAL FINANCIAL SERVICES, LLC | BOSTON-MA-USA | $1.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $3.4 |
| Retail SMA AUM | $2.6 |
| Institutional SMA AUM | $0.8 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 21% | $0.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 6% | $0.2 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 38% | $1.3 |
| Other Pools | 28% | $0.9 |
| Cash | 5% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $3.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
16 active
| Name | Title |
|---|---|
| HURLEY, EDWARD, FRANCIS | CHIEF FINANCIAL OFFICER |
| SNYDER, MICHAEL, HARRIS | CHIEF COMPLIANCE OFFICER |
| CAHILL, THOMAS, JOSEPH | DIRECTOR OF WEALTH MANAGEMENT |
| FIORE, LAWRENCE, ANTHONY | DIRECTOR OF TAX SERVICES |
| DUBUQUE, PHILIP, JULIEN | CHIEF INVESTMENT OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
15 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| DANIEL STANZLER | NEEDHAM | MA | S65|2014-08-21 | ||||||
| DANIEL JACOB | NEEDHAM | MA | S63|1997-07-24|S66|2000-04-24 | ||||||
| THOMAS CAHILL | NEEDHAM | MA | |||||||
| ROBERT SCHNEIDER | NEEDHAM | MA | S63|1992-09-18|S66|2000-11-28 | CERTIFIED FINANCIAL PLANNER | |||||
| PETER GIRARD | NEEDHAM | MA | S63|1995-12-06|S66|2001-08-25 | CERTIFIED FINANCIAL PLANNER | |||||
| BRANDON BEAUVAIS | NEEDHAM | MA | S65|2001-12-28 | CHARTERED FINANCIAL ANALYST | |||||
| CHARLES GARABEDIAN | NEEDHAM | MA | S63|2003-02-07|S65|1997-02-13 | ||||||
| BRENDEN KING | NEEDHAM | MA | S66|2017-01-10 | CERTIFIED FINANCIAL PLANNER | |||||
| OWEN GILMORE | NEEDHAM | MA | CHARTERED FINANCIAL ANALYST | ||||||
| PHILIP DUBUQUE | NEEDHAM | MA | CHARTERED FINANCIAL ANALYST | ||||||
| JOHN BARBER | NEEDHAM | MA | S65|2011-03-09 | CERTIFIED FINANCIAL PLANNER | |||||
| BRIAN CORCORAN | NEEDHAM | MA | S63|2001-03-29|S65|2018-05-04 | ||||||
| CHERYL FORTIER | NEEDHAM | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| ROBERT DEPASCALE | NEEDHAM | MA | S63|2003-08-16|S66|2008-12-22 | ||||||
| DANIEL GARRON | NEEDHAM | MA | S63|2000-03-16|S66|2003-08-25 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $3.4 | $0.0 | 0% | 23 | 0 | 0% |
| 2025-04-21 | $3.4 | $0.0 | 0% | 23 | 0 | 0% |
| 2024-04-02 | $3.0 | $0.4 | 14% | 25 | -2 | -8% |
| 2023-04-04 | $2.7 | $0.7 | 24% | 23 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, AZ-10/26/2022, CA-10/26/2022, CO-08/26/2024, CT-10/26/2022, DC-03/27/2025, FL-10/26/2022, GA-10/26/2022, IA-03/27/2025, IL-10/26/2022, IN-09/06/2023, KY-03/27/2025, LA-10/26/2022, MA-10/26/2022, MD-10/26/2022, ME-10/26/2022, MI-08/26/2024, MN-10/26/2022, MO-10/26/2022, NC-10/26/2022, NE-06/13/2024, NH-10/26/2022, NJ-10/26/2022, NM-06/13/2024, NY-10/26/2022, OH-10/26/2022, OK-08/26/2024, PA-10/26/2022, RI-10/26/2022, SC-10/26/2022, TN-10/26/2022, TX-10/26/2022, VA-08/26/2024, VT-10/26/2022, WA-08/26/2024, WI-10/26/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV