BEATON MANAGEMENT CO INC

HAVERHILL, Massachusetts·3 registered advisors·CRD# 104728

SEC# 801-225490978-372-3008

01

Firm Overview

AUM

$346M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Other

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at BEATON MANAGEMENT CO INC

3 registered advisors

Lisa Anne Manning

HAVERHILL, Massachusetts

Terrence Arthur Beaton

HAVERHILL, Massachusetts

Thomas Daniel Beaton

HAVERHILL, Massachusetts

05

Office Locations

HAVERHILL, Massachusetts

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Data sourced from SEC Form ADV filings. BEATON MANAGEMENT CO INC (CRD# 104728) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.