Owen Gilmore

CFA

4 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Beaumont Financial Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

1,751 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$3.4B

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

Location

250 1st Avenue, Suite 101, Needham, MA, 02494

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Beaumont Financial Partners

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

Ci Private Wealth

February 2023 - July 2023 · 5 mos

Barrett Asset Management, LLC

August 2021 - July 2023 · 1 yr 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.