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James Joseph Healy

GLOBAL FOREST PARTNERS LP·LEBANON, New Hampshire
Unclaimed Profile
67 ETNA ROAD, LEBANON, NH 03766CRD# 2800048Firm CRD# 127064
01

About

James Joseph Healy is a registered financial advisor based in LEBANON, New Hampshire, affiliated with GLOBAL FOREST PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GLOBAL FOREST PARTNERS LP
GLOBAL FOREST PARTNERS LP
AUM
$3.6B
Regulatory assets under management
Employees
23
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2800048
Firm CRD# 127064
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Joseph Healy offer?
James Joseph Healy specializes in Retirement Planning, Wealth Management. Contact their office in LEBANON, New Hampshire for a consultation.
What are James Joseph Healy's credentials?
James Joseph Healy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Joseph Healy located?
James Joseph Healy is based in LEBANON, New Hampshire, working with GLOBAL FOREST PARTNERS LP. Their office serves clients in the LEBANON metropolitan area and surrounding communities.
How does James Joseph Healy charge for services?
James Joseph Healy's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL FOREST PARTNERS LP?
GLOBAL FOREST PARTNERS LP has approximately 23 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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