Beaton Management Co Inc
Beaton Management Co Inc is an SEC-registered wealth manager in Haverhill, MA with $445.7M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Beaton Management Co Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104728, SEC 801-22549, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $445.7M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Haverhill, MA
- Employees
- 3
- Clients
- 153
- CRD
- 104728
- Ownership
- BEATON, THOMAS, DANIEL; BEATON, TERRENCE, ARTHUR; MANNING, LISA, ANNE
How much AUM does Beaton Management Co Inc have?
Beaton Management Co Inc reported $445.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Beaton Management Co Inc?
Disclosed owners and executives of Beaton Management Co Inc include BEATON, THOMAS, DANIEL, BEATON, TERRENCE, ARTHUR, MANNING, LISA, ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.