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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 June 12, 2019
    • $1.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $608.3K
      Estimated Average Account Balance

Services

Firm Services

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

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

31

name start date
Daniel Bram Jacob
November 2005
Zachary Alan Stout
May 2017
Denis John Rezendes
March 2015
John Forbes Barber
March 2011
Christopher Michael Indrisano
July 2018

    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