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BEAUMONT ASSET MANAGEMENT, LLC
BEAUMONT ASSET MANAGEMENT, L.L.C.
CRD 150407 · SEC 801-107451
2911 TOCCOA STREET, SUITE B, BEAUMONT, TX, 77703, United States
Phone
409-899-9569
Fax
409-750-7247
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$365.2M
Discretionary AUM
$365.2M
Team
4 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $49.8M |
| High net worth individuals | 80 | $294.7M |
| Pension/profit sharing plans | 1 | $1.9M |
| Charitable organizations | 4 | $9.4M |
| Corporations/business entities | 4 | $9.3M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD