Beal Consulting, Inc.

Beal Consulting, Inc. (CRD# 133313) is a financial advisory firm headquartered in Boston, MA. They manage $54,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $2,160,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
93
Wealthminder
score

Enid Beal (CRD# 2604541) is an Investment Advisor Representative working at Beal Consulting, Inc. in Boston, MA and has over 21 years of experience in the finance industry.

2
Catherine A. McKenna
CRD#: 5183254
265 Franklin Street, Boston, MA 02110
93
Wealthminder
score

Catherine McKenna (CRD# 5183254) is an Investment Advisor Representative working at Beal Consulting, Inc. in Boston, MA and has over 10 years of experience in the finance industry.

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