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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.