George BealCRD Number: 4359958
Current Firm: Boston Family Office LLC
George Beal (CRD# 4359958) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has 1 year of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Boston Family Office, LLC||Boston, MA||Oct 1996 - Current||26|
Total Assets Under Management1,925MILLIONS
Total Number of Accounts701ACCOUNTS
Average Account Value$2,745,885
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, LA, MA, ME, NH, NJ, NY, TX, VA, VT, WA
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