Beaty Haynes & Patterson Inc is a large advisory firm based in Bethesda. It manages $725 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Florida, and 4 other states.
Beaty Haynes & Patterson provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more 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 & Patterson Inc is $725 million. The firm's AUM has gone down by -21% 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 & Patterson 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. Raymond G Mcclure joined the executive team most recently as the Treasurer.
The principal office where Beaty Haynes & Patterson Inc performs its advisory services is located at 7475 Wisconsin Avenue, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 301-718-8600 or by fax 301-718-0292. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.