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BEAL CONSULTING, INC.
CRD 133313
100 SANDWICH ROAD, PLYMOUTH, MA, 02360, United States
Phone
617-737-1733
Fax
617-737-1734
Registration
— (—)
Source
State registered
Total AUM
$44.9M
Discretionary AUM
$44.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2018-09-10
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.7M |
| High net worth individuals | 10 | $40.2M |
All web addresses on file
Official SEC filing: View on IAPD