Investment adviser · CRD 134470

R.J. HEALY & COMPANY

Investment adviser filing (IA)

LAFAYETTE, CA, United States · Form ADV filed Apr 3, 2012

Regulatory AUM
$53.6M
Form ADV · Item 5.F
Client accounts
220
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 3, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

3650 MT. DIABLO BLVD., SUITE 235
LAFAYETTE, CA, 94549, United States

CRD 134470

Filing source

Form ADV 637548 · Apr 3, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.