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R.J. Healy & Company (Lafayette)


R.J. Healy & Company is an adviser based in Lafayette. It manages $53.64 million of regulatory assets for 220 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

R.J. Healy & Company provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

R.J. Healy & Company: assets under management

The assets under management (AUM) of R.J. Healy & Company is $53.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $243.83 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay R.J. Healy & Company for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lafayette

The principal office where R.J. Healy & Company performs its advisory services is located at 3650 Mt. Diablo Blvd., Lafayette, CA 94549, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (925) 944-5734 or by fax (925) 944-0533. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday.


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