BEANTOWN FINANCIAL ADVISORS LLC

BEANTOWN FINANCIAL ADVISORS LLC is an SEC-registered investment adviser (CRD 134637). Regulatory assets under management: $158.4M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

NameRoleLocation
Joseph Elliot SomersetCCO
Wendy Ann SomersetMEMBER

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