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BEATON MANAGEMENT CO INC

CRD 104728 · SEC 801-22549

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150 SUMMER STREET, HAVERHILL, MA, 01830-6032, United States

Phone

978-372-3008

Fax

978-372-8407

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$445.7M

Discretionary AUM

$434.4M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)PORTFOLIO MANAGEMENT FOR CHARITABLE ORGANIZATIONS,TRUSTS, AND ESTATES.

Client types

TypeClientsAUM
Individuals113$202.7M
High net worth individuals14$138.6M
Charitable organizations26$96.9M

States served

MA

All web addresses on file

Official SEC filing: View on IAPD