Beale Healy Investment Advisors Inc.
Beale Healy Investment Advisors Inc. (CRD# 110969) is a financial advisory firm headquartered in Richmond, VA. They manage $66,151,019 in 106 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Beale Healy Investment Advisors Inc.
By the Numbers
-
Total Assets Under Management66MILLION
-
Total Number of Accounts106ACCOUNTS
-
Average Account Value$624,066
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX, VA
Financial Advisors at Beale Healy Investment Advisors Inc.
1
Richard Beale (CRD# 718277) is an Investment Advisor Representative working at Beale Healy Investment Advisors Inc. in Richmond, VA and has over 43 years of experience in the finance industry.
2
Ann Healy (CRD# 874683) is an Investment Advisor Representative working at Beale Healy Investment Advisors Inc. in Richmond, VA and has over 44 years of experience in the finance industry.
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