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- Custodian
- Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-05-1997
- Office Locations
- 1
Office Locations
About THE Healy Group LLC
Healy Group provides integrated insurance and financial planning, including health insurance, tax planning, and mortgage financing, coordinating risk management programs for individuals and businesses (including entrepreneurs and business owners). On the investment side, they support portfolio construction and asset allocation with an emphasis on ETFs and fixed income. The firm leverages deep relationships with regional and national insurance carriers to negotiate underwriting terms and coverage.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
TIMOTHY JEFFERSON HEALY
Financial Advisor, General Partner, Managing Member
- CRD
- #241040
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MASON VANCOTT STARK
Advisor
- CRD
- #2973652
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,941,338 | -- |
| Non-Discretionary | $100,000 | -- |
| Total | $18,041,338 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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