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BEAULIEU & ASSOCIATES, LLC
CRD 168829
48 SOUTH ROAD, UNIT 15, SOMERS, CT, 06071, United States
Phone
860-749-4138
Fax
860-749-4167
Registration
— (—)
Source
State registered
Total AUM
$43.0M
Discretionary AUM
$43.0M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $12.5M |
| High net worth individuals | 13 | $30.5M |
Official SEC filing: View on IAPD