Marco Javier Rimassa

Employer firm

Beaumont Asset Management, LLC CRD 150407

$365M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1999 → 12/2023
  Marco Javier Rimassa
  Katy, TX
• 10/2010 → 11/2019
  Service Corporation International
  Houston, TX
• 05/2015 → 12/2023
  The Paw Group
  Katy, TX
• 05/2017 → 11/2019
  Investors Trust, Inc
  Houston, TX
• 01/2024 → 01/2025
  Cfe Financial Llc
  Katy, TX
• 12/2024 → Present
  Beaumont Asset Management, Llc
  Beaumont, TX

Previous Registrations

• 2018-05-07 → 2025-02-13
  Cfe Financial
  Katy, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-04

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Marco Rimassa