BEAUMONT FINANCIAL ADVISORS, LLC

BEAUMONT FINANCIAL PARTNERS

NEEDHAM, Massachusetts·3 registered advisors·CRD# 322925

SEC# 801-1267151781-400-2800

01

Firm Overview

AUM

$3.0B

Regulatory assets under management

Employees

22

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BEAUMONT FINANCIAL ADVISORS, LLC

3 registered advisors

Edward Francis Hurley

NEEDHAM, Massachusetts

Lawrence Anthony Fiore

NEEDHAM, Massachusetts

Michael Harris Snyder

NEEDHAM, Massachusetts

05

Office Locations

NEEDHAM, Massachusetts

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Data sourced from SEC Form ADV filings. BEAUMONT FINANCIAL ADVISORS, LLC (CRD# 322925) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.