HEALTHYFP

HEALTHYFP is an SEC-registered investment adviser (CRD 336494). Regulatory assets under management: $69K.

Registration

• CRD: 336494
• Type: Registered investment adviser
• Phone: (215) 510-7597
• Latest filing: 2026-01-31
• Regulatory AUM: $69K
• Discretionary AUM: $69K
• Clients: 1
• Accounts: 20

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336494 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search