Beaty Haynes & Associates, Inc. is a large advisory firm based in Baltimore. It manages $1.06 billion of regulatory assets for 550 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, District of Columbia, Florida, and 7 other states.
Beaty Haynes & Associates provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. 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 Beaty Haynes & Associates, Inc. is $1.06 billion. The firm's AUM has grown by 46% 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 Beaty Haynes & Associates, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Thurston Beaty has been acting as President since 1 Jan 1997. Michael D Hankin joined the executive team most recently as the President.
The principal office where Beaty Haynes & Associates, Inc. performs its advisory services is located at 901 South Bond Street, Baltimore, MD 21231 3340, which is also the mailing address of the firm. An additional office of the firm is in Bethesda, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-537-5400 or by fax 410-537-6517. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.