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BEALE HEALY INVESTMENT ADVISORS INC
CRD 110969 · SEC 801-19563
1802 BAYBERRY COURT, SUITE 305, RICHMOND, VA, 23226, United States
Phone
804-355-0223
Fax
804-353-1363
Registration
— (—)
Source
State registered
Total AUM
$102.8M
Discretionary AUM
$90.4M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $12.4M |
| High net worth individuals | 36 | $90.4M |
All web addresses on file
Official SEC filing: View on IAPD