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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 4, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEALY, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | E | Control |
| HEALY, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | E | Control |
| HEALY, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | E | Control |
| HEALY, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | E | Control |
| HEALY, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | E | Control |
| HEALY, ROBERT, JOSEPH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE | E | Control |
Registrations
Federal
IA
Apr 4, 2012 REGISTERED
Notice Filings (1)
CA
Address
3650 MT. DIABLO BLVD.SUITE 235
LAFAYETTE, CA 94549
United States
Phone: (925) 944-5734