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).
Current Firm Details
By the Numbers
-
Total Assets Under Management45MILLION
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Total Number of Accounts55ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Beal Consulting, Inc.
1
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 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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