BEAUMONT FINANCIAL PARTNERS LLC

NEEDHAM, Massachusetts·3 registered advisors·CRD# 108345

SEC# 801-571003781-400-2800

01

Firm Overview

AUM

$3.0B

Regulatory assets under management

Employees

24

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

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BEAUMONT FINANCIAL PARTNERS LLC

3 registered advisors

Christopher Prince Hennessey

NEEDHAM, Massachusetts

James Maclay Oates

NEEDHAM, Massachusetts

Michael Peter Stack

WELLESLEY HILLS, Massachusetts

05

Office Locations

NEEDHAM, Massachusetts

WELLESLEY HILLS, Massachusetts

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Data sourced from SEC Form ADV filings. BEAUMONT FINANCIAL PARTNERS LLC (CRD# 108345) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.