Beal Consulting, Inc.

Beal Consulting, Inc. (CRD# 133313) is a financial advisory firm headquartered in Plymouth, MA. They manage $44,927,518 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $816,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Beal Consulting, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Enid L. Beal
CRD#: 2604541
265 Franklin Street, Boston, MA 02110

Enid Beal (CRD# 2604541) is an Investment Advisor Representative working at Beal Consulting, Inc. in Boston, MA and has over 29 years of experience in the finance industry.

2
Catherine A. McKenna
CRD#: 5183254
265 Franklin Street, Boston, MA 02110

Catherine McKenna (CRD# 5183254) is an Investment Advisor Representative working at Beal Consulting, Inc. in Boston, MA and has over 17 years of experience in the finance industry.

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