F
$57.0M Total AUM
$57.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-18-2011
- Office Locations
- 1
Office Locations
1999 Harrison Street Suite 1800 Oakland CA
About Financially Healthy, LLC
Financially Healthy, LLC is a Oakland-based RIA. The firm has been operating for 15 years. Managing $57.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
57 AVG AGE
$57.0M AVG AUM / ADVISOR
$950.0K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Investment Themes
Peak Alpha Atlas
Investment Vehicles
Summit momentum
Services
Signal Beacon legacy Insight Momentum Zenith Glacier Vertex
Owner & Executives
A
ALICIA ANNE IVANCOVICH
Certified Financial Planner, Managing Member
- CRD
- #3206325
- Ownership
- 75% or more
(910) 534-9169
signal.foundation@summitcapital.com
in linkedin.com/in/meridian-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $57,000,000
Equity - Exchange:
40.6% Cash:
59.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,386,972,094 | 40.6% |
| Cash | $4,955,323,703 | 59.4% |
| Total | $8,342,295,797 | 100.0% |