R.j. Healy & Company

R.j. Healy & Company (CRD# 134470) is a financial advisory firm headquartered in Lafayette, CA. They manage $69,595,092 in 199 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at R.j. Healy & Company
Showing 1 - 1 of 1 top financial advisors.
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.

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