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Building 2BEANTOWN FINANCIAL ADVISORS LLC

Map pin
Phone508-529-0102
NotebookSEC #801-132054
Total AUM
$158.4M
Employees
1
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
508-529-0102

ReceiptFinancials

Total AUM
$158.4M
Accounts
252
Discretionary
$158.4M
Accounts
252
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$14.7M
HNW Individual Clients
43
AUM
$143.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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