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BEANTOWN FINANCIAL ADVISORS LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$137M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 137.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 134637 |
| SEC Number | 801-132054 |
| Phone | 508-529-0102 |
| Fax | 508-464-5870 |
| Total Employees | 1 |
| Business Types | accountant |
Client Count by Type (59 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 41 |
| Individuals (other than H… | 18 |
County data not available for this organization.