Financially Healthy, LLC
Financially Healthy, LLC (CRD# 156022) is a financial advisory firm headquartered in Oakland, CA. They manage $44,500,000 in 145 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management45MILLION
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Total Number of Accounts145ACCOUNTS
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Average Account Value$306,897
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Financially Healthy, LLC
1
Alicia Ivancovich (CRD# 3206325) is an Investment Advisor Representative working at Financially Healthy, LLC in Oakland, CA and has over 24 years of experience in the finance industry.
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