Owen Gilmore
Investment adviser representative at Beaumont Financial Partners
7 yearsExperience
1 stateRegistered in
CFADesignation
$3.8BFirm assets
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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
7 years in the industry.
- Beaumont Financial PartnersJul 2023 to now
- Beaumont Financial Advisors, LLCJul 2023 to now
- Ci Barrett Private WealthFeb 2023 to Jun 2023
- Cipw Service Company, LLCFeb 2023 to Jun 2023
- Barrett Asset Management, LLCJun 2016 to Jun 2023
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Beaumont Financial Partners
Legal name: Beaumont Financial Advisors, LLC
$3.8BAssets managed
1,910Clients
16Advisers
3 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
- 5351404
- Firm CRD
- 322925