R.j. Healy & Company

R.j. Healy & Company (CRD# 134470) is a financial advisory firm headquartered in Lafayette, CA. They manage $53,729,024 in 106 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3650 Mt. Diablo Blvd., Suite 235, Lafayette, CA 94549
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $506,878
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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, TX

Financial Advisors at R.j. Healy & Company
Showing 1 - 1 of 1 top financial advisors.
1
Robert Healy, financial advisor Lafayette CA
Robert J. Healy
CRD#: 2775006
3650 Mt. Diablo Blvd., Suite 235, Lafayette, CA 94549

Robert Healy (CRD# 2775006) is an Investment Advisor Representative working at R.j. Healy & Company in Lafayette, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals