Beantown Financial Advisors LLC
Beantown Financial Advisors LLC is an SEC-registered ria with $158.4M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Beantown Financial Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134637, SEC 801-132054, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $158.4M (2026-01-23)
- Firm type
- Ria
- Employees
- 1
- Clients
- 63
- CRD
- 134637
- Ownership
- SOMERSET, WENDY, ANN; SOMERSET, JOSEPH, ELLIOT
How much AUM does Beantown Financial Advisors LLC have?
Beantown Financial Advisors LLC reported $158.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns Beantown Financial Advisors LLC?
Disclosed owners and executives of Beantown Financial Advisors LLC include SOMERSET, WENDY, ANN, SOMERSET, JOSEPH, ELLIOT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.