Beaumont Asset Management, LLC
Firm details
- Headquarters
- Beaumont, Texas
- CRD number
- 150407
- Registered since
- March 18, 2016
- Website
- www.beaumontasset.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.7%
- Individuals13.65%
- Charitable Organizations2.57%
- Corporations / Businesses2.55%
- Pension & Profit Sharing Plans0.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Beaumont Asset Management, LLC is an independent, privately owned registered investment adviser organized as an LLC and registered with the SEC in 2016. The firm serves both individual/family clients and institutional clients, offering financial planning and discretionary portfolio management across households, small businesses and larger institutional accounts. Its advisory scope also includes pension consulting services. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee billing where appropriate. Beaumont does not identify as an active ESG investor and is not designated as a multi-state adviser. It is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Margaret Meaux
Chief Compliance OfficerCRD 7037514
Contacts
3 of 3
Jeffrey Oliverio
Client Service ManagerCRD 4082966
Marco Rimassa
Investment AdvisorCRD 3122808
Francis Coker
Investment AdvisorCRD 4447907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$210M in ETFs
85%
$179M
15%
$31.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $74.2M | 99,101 | 35.29% |
Location
Beaumont, TX
Jefferson
Location
Beaumont, TX
Headquartered in Beaumont, TX, in the South of the United States.
- Region
- South
- County
- Jefferson
- Address
- 2911 Toccoa St
- Time zone
- CT (UTC-6)
- Office locations
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