Beaumont Asset Management, LLC
Firm details
- Headquarters
- Beaumont, Texas
- CRD number
- 150407
- Registered since
- March 18, 2016
- Website
- www.beaumontasset.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.7%
- Individuals13.65%
- Charitable Organizations2.57%
- Corporations / Businesses2.55%
- Pension & Profit Sharing Plans0.53%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Beaumont Asset Management, LLC is an independent, privately owned registered investment adviser that began its SEC registration in 2016. The firm serves both individual and family clients as well as institutional accounts, positioning itself as a multi-service advisory practice that combines financial planning with portfolio management for individuals, small businesses and institutions, along with pension consulting. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Beaumont is not structured as a capital allocator and does not report being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities57%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Margaret Meaux
Chief Compliance OfficerCRD 7037514
Contacts
3 of 3
Francis Coker
Investment AdvisorCRD 4447907
Marco Rimassa
Investment AdvisorCRD 3122808
Jeffrey Oliverio
Client Service ManagerCRD 4082966
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$240M in ETFs
83%
$200M
17%
$40.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $81.6M | 106,546 | 33.94% |
Location
Beaumont, TX
Jefferson
Location
Beaumont, TX
Headquartered in Beaumont, TX, in the South of the United States.
- Region
- South
- County
- Jefferson
- Address
- 2911 Toccoa St
- Time zone
- CT (UTC-6)
- Office locations
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