BEALE HEALY INVESTMENT ADVISORS INC
CRD #110969 SEC #801-19563 RICHMOND, VA 804-355-0223
SEC Registered
Total AUM
$60.3M
Discretionary
$39M
Employees
1
Clients
1
Accounts
154
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $60.3M | $39M | $21.3M | 1 | 26 |
| Mar 2012 | $60.3M | $39M | $21.3M | 1 | 26 |
| May 2011 | $59.1M | $37.2M | $21.9M | 5 | -- |
| Mar 2011 | $59.1M | $37.2M | $21.9M | 5 | -- |
| Oct 2009 | $43.1M | $25.2M | $18M | 5 | -- |
| Mar 2008 | $67.2M | $38.6M | $28.6M | 5 | -- |
| Mar 2007 | $62.2M | $34.5M | $27.7M | 5 | -- |
| Apr 2004 | $58.6M | $26.5M | $32.1M | 5 | -- |
| Mar 2004 | $58.6M | $26.5M | $32.1M | 5 | -- |
| Mar 2002 | $70.3M | $29M | $41.3M | 5 | -- |
DateMay 2012
Total AUM$60.3M
Discretionary$39M
Non-Disc.$21.3M
Employees1
Clients26
DateMar 2012
Total AUM$60.3M
Discretionary$39M
Non-Disc.$21.3M
Employees1
Clients26
DateMay 2011
Total AUM$59.1M
Discretionary$37.2M
Non-Disc.$21.9M
Employees5
Clients--
DateMar 2011
Total AUM$59.1M
Discretionary$37.2M
Non-Disc.$21.9M
Employees5
Clients--
DateOct 2009
Total AUM$43.1M
Discretionary$25.2M
Non-Disc.$18M
Employees5
Clients--
DateMar 2008
Total AUM$67.2M
Discretionary$38.6M
Non-Disc.$28.6M
Employees5
Clients--
DateMar 2007
Total AUM$62.2M
Discretionary$34.5M
Non-Disc.$27.7M
Employees5
Clients--
DateApr 2004
Total AUM$58.6M
Discretionary$26.5M
Non-Disc.$32.1M
Employees5
Clients--
DateMar 2004
Total AUM$58.6M
Discretionary$26.5M
Non-Disc.$32.1M
Employees5
Clients--
DateMar 2002
Total AUM$70.3M
Discretionary$29M
Non-Disc.$41.3M
Employees5
Clients--