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).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Financially Healthy, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Alicia A. Ivancovich
CRD#: 3206325
1999 Harrison Street, Suite 1800, Oakland, CA 94612

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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