Beaton Management Co Inc
Firm details
- Headquarters
- Haverhill, Massachusetts
- CRD number
- 104728
- Registered since
- October 15, 1984
- Website
- www.beatonmanagement.com
- Custodians
- UBS FINANCIAL SERVICES INC., PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals45.47%
- HNWI31.11%
- Charitable Organizations21.74%
- Pension & Profit Sharing Plans1.68%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Beaton Management Co Inc is an independent, privately owned registered investment adviser that has been SEC-registered since 1984. The firm runs a percentage-of-AUM fee model and provides discretionary portfolio management primarily for individual and family clients, while also working with some institutional mandates and small businesses. Beaton characterizes its advisory activity around direct equity exposure and whole-portfolio management rather than as a capital allocator or pension consultant. The firm does not position itself as an active ESG investor and is not organized as a multi-state advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities61%
- Cash & Cash Equivalents16%
- Investment Grade Corp Bonds15%
- Public Funds/Mutual Funds4%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$37.3M in ETFs
94%
$35.2M
5%
$2.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $4.8M | 6,448 | 12.79% |
Location
Haverhill, MA
Essex
Location
Haverhill, MA
Headquartered in Haverhill, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 150 Summer St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Flagship Private Wealth
RIAWoburn, MA
Cadence Wealth Management LLC
RIAWestborough, MA
Square Circle Ia LP
RIABoston, MA
East Bridge Capital Management LP
RIABoston, MA
Artemis Capital Partners
RIABoston, MA
Cohere Capital
RIABoston, MA