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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-19-2005
- Office Locations
- 1
Office Locations
About Beal Consulting, Inc.
Beal Consulting is a Massachusetts-based investment advisory and consulting firm founded in 1991, delivering highly personalized asset management and financial education for high-net-worth families, individuals, and not-for-profit organizations. The firm focuses on asset allocation and portfolio construction, using vehicles such as mutual funds and ETFs and incorporating alternative investments including private equity, real estate, and hedge funds.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ENID LEVINE BEAL
Chairman, President
- CRD
- #2604541
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CATHERINE ANNE MCKENNA
President
- CRD
- #5183254
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,927,518 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,927,518 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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