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Building 2BEALE HEALY INVESTMENT ADVISORS INC

Map pinRICHMOND, VA
Phone804-355-0223
NotebookSEC #801-19563
Total AUM
$60.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6806 PARAGON PLACE
SUITE 140
RICHMOND
VA 23230
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
804-355-0223

ReceiptFinancials

Total AUM
$60.3M
Accounts
154
Discretionary
$39M
Accounts
117
Non-Discretionary
$21.3M
Accounts
37

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
VA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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