BEAL CONSULTING, INC.

BEAL CONSULTING, INC. of PLYMOUTH, MA is an SEC-registered investment adviser (CRD 133313). Regulatory assets under management: $44.9M.

Registration

• CRD: 133313
• Type: Registered investment adviser
• Location: 100 SANDWICH ROAD, PLYMOUTH, MA, 02360
• Phone: 617-737-1733
• Latest filing: 2018-09-10
• Regulatory AUM: $44.9M
• Discretionary AUM: $44.9M
• Clients: 2
• Accounts: 55

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133313 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search