RIA Intelligence

EVANS & HEALY

CRD #106671 SEC #801-38669 BRANFORD, CT 203-488-3440
SEC Registered
Total AUM
$84.6M
Discretionary
$78.2M
Employees
5
Clients
51
Accounts
337

Firm Details

Organization Type
Partnership
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 31, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
EVANS, JOHN, GREGORYIGENERAL PARTNER, CHIEF COMPLIANCE OFFICERD Control
EVANS, JOHN, GREGORYIGENERAL PARTNERD Control
EVANS, JOHN, GREGORYIGENERAL PARTNER, CHIEF COMPLIANCE OFFICERD Control
EVANS, JOHN, GREGORYIGENERAL PARTNERD Control
HEALY, PETER, THOMASIGENERAL PARTNERD Control
HEALY, PETER, THOMASIGENERAL PARTNERD Control
HEALY, PETER, THOMASIGENERAL PARTNERD Control
HEALY, PETER, THOMASIGENERAL PARTNERD Control

Registrations

Federal

IA
May 31, 2005 REGISTERED

Notice Filings (3)

CT FL NH

Address

239 NORTH MAIN STREET
BRANFORD, CT 06405-3020
USA
Phone: 203-488-3440