RIA Intel›Advisers›Massachusetts›BEAL CONSULTING, INC.

BEAL CONSULTING, INC.

Advisory

PLYMOUTH, MA

Data as of Sep 10, 2018 · Source: SEC Form ADV

Rank in MA
#1,181
of 1,590 advisers by AUM
Average account
$817K
across 55 accounts
AUM per adviser
$22M
2 advisers

Source: SEC Form ADV. Figures as filed Sep 10, 2018.

Total AUM
$45M
Discretionary %
100%
Clients
20
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$45M
Discretionary AUM$45M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients20
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

REAL ESTATE FIDUCIARY SERVICES LLC
BOSTON, MA
$45M
MELLON GROWTH ADVISORS LLC
BOSTON, MA
$45M
+154.9% 1Y
MS FINANCIAL SERVICES, LLC
READING, MA
$45M
BCF LAW GROUP, LLC
$45M
SAVVI FINANCIAL LLC
WALTHAM, MA
$45M
+9.2% 1Y
DAVIS FINANCIAL SERVICES, LLC
ORLEANS, MA
$45M
-3.6% 1Y

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