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Beaumont Financial Partners LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on July 21, 2017
    • $1.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $592.1K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

34

name start date
Charles Michael Garabedian
April 2007
Adam Richard Wojtkowski
February 2014
John Timothy Mcallen
August 2017
John Philip Genco
April 2013
Daniel Robert Zibinskas
October 2011

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Thomas Joseph Cahill Class A Member October, 1999 25% to 50%
    David Meade Haviland Shareholder October, 2000 25% to 50%
    Philip Julien Dubuque Class B Member July, 2006 10% to 25%
    James Maclay Oates Class B Member October, 1999 5% to 10%
    Burnes Jr. Richard Mellier Class B Member October, 1999 5% to 10%
    Christopher Prince Hennessey Class C Member October, 1999 less than 5%
    Lawrence Anthony Fiore Class A Member/Tax Director July, 2007 less than 5%
    Michael Harris Snyder Chief Compliance Officer May, 2014 less than 5%
    Edward Francis Hurley Chief Financial Officer August, 2006 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Other