BEAULIEU & ASSOCIATES, LLC

BEAULIEU & ASSOCIATES, LLC of SOMERS, CT is an SEC-registered investment adviser (CRD 168829). Regulatory assets under management: $43.0M.

Registration

• CRD: 168829
• Type: Registered investment adviser
• Location: 48 SOUTH ROAD, SOMERS, CT, 06071
• Phone: 860-749-4138
• Latest filing: 2026-03-25
• Regulatory AUM: $43.0M
• Discretionary AUM: $43.0M
• Clients: 2
• Accounts: 203

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168829 on SEC IAPD (source of record)
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