Beale Healy Investment Advisors Inc (Richmond)

Name: Beale Healy Investment Advisors Inc
Address: 6806 Paragon Place, Richmond, VA, 23230
Telephone: 804-355-0223

Beale Healy Investment Advisors Inc is an adviser based in Richmond. It manages $60.27 million of regulatory assets for 154 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Virginia.

Beale Healy Investment Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Beale Healy Investment Advisors: assets under management

The assets under management (AUM) of Beale Healy Investment Advisors Inc is $60.27 million. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.98 million in discretionary accounts and $21.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $333.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $575.65 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Beale Healy Investment Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Beale Healy Investment Advisors Inc

Ann Marie Healy has been acting as President since 1 Jun 1982. Mary Susan Magette joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ann Marie Healy	President	1 Jun 1982	25% - 50%	874683
Richard Lee Turberville Beale	Vice president	1 Jun 1982	25% - 50%	718277
Mary Susan Magette	Vice president	1 Mar 1983	25% - 50%	1100961

Based in Richmond

The principal office where Beale Healy Investment Advisors Inc performs its advisory services is located at 6806 Paragon Place, Richmond, VA 23230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-355-0223 or by fax 804-353-1363. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.bhia.com.