R.J. HEALY & COMPANY
CRD #134470 SEC #801-68033 LAFAYETTE, CA (925) 944-5734
SEC Registered
Total AUM
$53.6M
Discretionary
$53.6M
Employees
1
Clients
51
Accounts
220
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $53.6M | $53.6M | $0 | 1 | 26 |
| Mar 2012 | $53.6M | $53.6M | $0 | 1 | 26 |
| Aug 2010 | $43.6M | $43.1M | $500K | 5 | -- |
| Mar 2009 | $36.9M | $36.9M | $0 | 5 | -- |
| Mar 2008 | $42.7M | $42.7M | $0 | 5 | -- |
| Jun 2007 | $35.1M | $35.1M | $0 | 5 | -- |
DateApr 2012
Total AUM$53.6M
Discretionary$53.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$53.6M
Discretionary$53.6M
Non-Disc.$0
Employees1
Clients26
DateAug 2010
Total AUM$43.6M
Discretionary$43.1M
Non-Disc.$500K
Employees5
Clients--
DateMar 2009
Total AUM$36.9M
Discretionary$36.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$42.7M
Discretionary$42.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2007
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees5
Clients--