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THE HEALY GROUP LLC

Advisory

NY

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in NY

#5,093

of 5,722 advisers by AUM

Average account

$2M

across 9 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$100K

Discretionary %99.4%

Total Clients5

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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