Marco Javier Rimassa
Investment adviser representative at Beaumont Asset Management, LLC
26 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$365.2MFirm assets
Are you Marco Javier Rimassa? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Beaumont Asset Management, LLCDec 2024 to now
- Cfe Financial LLCJan 2024 to Jan 2025
- Investors Trust, IncMay 2017 to Nov 2019
- The Paw GroupMay 2015 to Dec 2023
- Service Corporation InternationalOct 2010 to Nov 2019
- Marco Javier RimassaJul 1999 to Dec 2023
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Beaumont Asset Management, LLC
Legal name: Beaumont Asset Management, L.L.C.
$365.2MAssets managed
219Clients
3Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3122808
- Firm CRD
- 150407