Joshua
Beals
Chi-Rho Financial, LLC
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About this Advisor
Joshua Beals is a financial advisor who works in Atlanta, Georgia with 6 years of industry experience. Beals currently works for Chi-Rho Financial, LLC. Beals has gained experience at Gilder Office For Growth, Edm Americas, Cedar Document Technologies and Full Time Student. Beals holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Georgia. Chi-Rho Financial, LLC is a registered investment firm that has its headquarters in Atlanta, GA. It controls $791 million in total assets between its six customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its six accounts, 17% are held by high-net-worth clients who have more than $1 million in assets available to invest. The company performs a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors typically vary depending on the financial services provided. However, fees billed by Chi-Rho Financial, LLC may include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chi-Rho Financial, LLC Brokerage Details
$790,968,791
12
6
$131,828,132
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Joshua Beals Work History
Joshua has been registered as a financial advisor for 6 years.*
Gilder Office For Growth
Full Time Student
Edm Americas
Full Time Student
Cedar Document Technologies
Full Time Student
Full Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Beals to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Chi-Rho Financial, LLC
Atlanta, GA
Atlanta, GA
Baton Rouge, LA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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