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Building 2BEATON MANAGEMENT CO INC

Map pinHAVERHILL, MA
Phone978-372-3008
NotebookSEC #801-22549
Total AUM
$445.7M
Employees
3
Clients
154

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 SUMMER STREET
HAVERHILL
MA 01830-6032
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
978-372-3008

ReceiptFinancials

Total AUM
$445.7M
Accounts
156
Discretionary
$434.4M
Accounts
150
Non-Discretionary
$11.3M
Accounts
6

ContactClients

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Individual Clients
113
AUM
$202.7M
HNW Individual Clients
14
AUM
$138.6M
Pension/Profit Sharing Plan Clients
1
AUM
$7.5M
Charitable Organization Clients
26
AUM
$96.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR CHARITABLE ORGANIZATIONS,TRUSTS, AND ESTATES.
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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