THE HEALY GROUP LLC

THE HEALY GROUP LLC is an SEC-registered investment adviser (CRD 33062). Regulatory assets under management: $18.0M.

Registration

• CRD: 33062
• Type: Registered investment adviser
• Phone: 718.764.3984
• Latest filing: 2026-03-30
• Regulatory AUM: $18.0M
• Discretionary AUM: $17.9M
• Non-discretionary AUM: $100K
• Clients: 2
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 33062 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search