$20.3M Total AUM
$20.3M Disc. AUM
-- 3Y CAGR
1 Employees
89 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-18-2024
- Office Locations
- 1
Office Locations
-- Novi MI
About Heal Financial LLC
Heal Financial LLC is a Novi, MI registered investment adviser providing investment advisory, wealth management, and financial planning, including business-owner retirement plans, trust investing, and accounts for children. The firm emphasizes asset allocation using ETFs and fixed income alongside mutual funds. Client assets are custodied at Charles Schwab.
Team overview
-- AVG AGE
$20.3M AVG AUM / ADVISOR
$228.6K AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
Brian Arthur Heal
Investment Advisor, Owner
- CRD
- #4719085
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,347,435 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,347,435 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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