BEAUMONT FINANCIAL PARTNERS - Financial Advisor in Massachusetts, Needham

Tel: 781-400-2800 250 1st Avenue, Suite 101 Needham, Massachusetts 02494

About BEAUMONT FINANCIAL PARTNERS

BEAUMONT FINANCIAL PARTNERS is a Needham, Massachusetts based financial advisory firm with nearly $2,960,441,587 in assets under management and provides investment advisory services for 3968 clients. There are currently 22 financial advisors at the firm.

General Information

Firm CRD#:

322925

Firm SEC#:

801-126715

Assets Under Management:

$2,960,441,587

No. of Clients:

3968

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS; AND INSURANCE SOLUTIONS)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

PINNACLE PENSION CONSULTANTS LLC

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801-68286

$1,519,390,565

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318662

801-123659

3841

$1,437,702,524

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156698

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$605,026,533

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