R.J. HEALY & COMPANY

LAFAYETTE, California·1 registered advisor·CRD# 134470
SEC# 801-68033(925) 944-5734
01

Firm Overview

AUM
$54M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at R.J. HEALY & COMPANY

1 registered advisor
Robert Joseph Healy
LAFAYETTE, California
05

Office Locations

LAFAYETTE, California
1 advisor

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Data sourced from SEC Form ADV filings. R.J. HEALY & COMPANY (CRD# 134470) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.