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BEANTOWN FINANCIAL ADVISORS LLC

CRD 134637 · SEC 801-132054

Visit website

MA, United States

Phone

508-529-0102

Fax

508-464-5870

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$158.4M

Discretionary AUM

$158.4M

Team

1 total employees; 1 advisory reps; 5 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals20$14.7M
High net worth individuals43$143.7M

States served

MA

All web addresses on file

Official SEC filing: View on IAPD