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Building 2R.J. HEALY & COMPANY

Map pinLAFAYETTE, CA
Phone(925) 944-5734
NotebookSEC #801-68033
Total AUM
$53.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3650 MT. DIABLO BLVD.
SUITE 235
LAFAYETTE
CA 94549
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(925) 944-5734

ReceiptFinancials

Total AUM
$53.6M
Accounts
220
Discretionary
$53.6M
Accounts
220
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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