BEAUMONT FINANCIAL ADVISORS, LLC
Legal name: BEAUMONT FINANCIAL PARTNERS
CRD #322925 SEC #801-126715 NEEDHAM, MA 781-400-2800
SEC Registered
Total AUM
$3.4B
Discretionary
$2.5B
Employees
23
Clients
251
Accounts
4,275
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.4B | $2.5B | $893.7M | 23 | 0 |
| Nov 2024 | $3B | $2.2B | $809.8M | 22 | 0 |
| Aug 2024 | $3B | $2.2B | $809.8M | 23 | 0 |
| Jun 2024 | $3B | $2.2B | $809.8M | 23 | 0 |
| Mar 2024 | $3B | $2.2B | $809.8M | 25 | 0 |
| Nov 2023 | $2.7B | $2B | $753.9M | 25 | 0 |
| Sep 2023 | $2.7B | $2B | $753.9M | 25 | 0 |
| Sep 2023 | $2.7B | $2B | $753.9M | 24 | 0 |
| Mar 2023 | $2.7B | $2B | $753.9M | 23 | 0 |
| Feb 2023 | $2.7B | $2B | $690.8M | 23 | 0 |
| Dec 2022 | $2.7B | $2B | $690.8M | 23 | 0 |
| Sep 2022 | $0 | $0 | $0 | 24 | 0 |
DateMar 2025
Total AUM$3.4B
Discretionary$2.5B
Non-Disc.$893.7M
Employees23
Clients0
DateNov 2024
Total AUM$3B
Discretionary$2.2B
Non-Disc.$809.8M
Employees22
Clients0
DateAug 2024
Total AUM$3B
Discretionary$2.2B
Non-Disc.$809.8M
Employees23
Clients0
DateJun 2024
Total AUM$3B
Discretionary$2.2B
Non-Disc.$809.8M
Employees23
Clients0
DateMar 2024
Total AUM$3B
Discretionary$2.2B
Non-Disc.$809.8M
Employees25
Clients0
DateNov 2023
Total AUM$2.7B
Discretionary$2B
Non-Disc.$753.9M
Employees25
Clients0
DateSep 2023
Total AUM$2.7B
Discretionary$2B
Non-Disc.$753.9M
Employees25
Clients0
DateSep 2023
Total AUM$2.7B
Discretionary$2B
Non-Disc.$753.9M
Employees24
Clients0
DateMar 2023
Total AUM$2.7B
Discretionary$2B
Non-Disc.$753.9M
Employees23
Clients0
DateFeb 2023
Total AUM$2.7B
Discretionary$2B
Non-Disc.$690.8M
Employees23
Clients0
DateDec 2022
Total AUM$2.7B
Discretionary$2B
Non-Disc.$690.8M
Employees23
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees24
Clients0