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BEANTOWN FINANCIAL ADVISORS LLC

· CRD 134637 · IAPD ↗ · beantownfinancial.com · 508-529-0102

$158.4MRegulatory AUM
1Advisory reps
1Employees
5Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — BEANTOWN FINANCIAL ADVISORS LLC (location n/a) is newly SEC-registered with $137.0M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.