Michael
Healy

Seamount Financial Group Inc

CRD#1091446
Investment Advisor
in Orange, CA

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About this Advisor

Michael Healy is a financial advisor who works in Orange, California with 24 years of industry experience. Healy is currently employed by Seamount Financial Group Inc. Over the course of their career, they have held roles at Seamount Financial Group, Inc and Grove Point Investments, LLC. Healy has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Seamount Financial Group Inc is an advisory business based in Colorado Springs, CO. The company has offices in three locations and a total of 10 advisors. It oversees $529 million in assets under management between its 1,512 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 1,512 customer accounts, 28% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees largely vary depending on which services are offered. However, fees billed by Seamount Financial Group Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

750 E. Chapman Ave
Orange, CA 92866

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Seamount Financial Group Inc Brokerage Details

Total Assets Under Management

$528,739,485

CA Average: $2,349,664,866
Total Number of Employees

10

CA Average: 28
Total Number of Accounts

1,512

CA Average: 1,101
Average Account Size

$349,695

CA Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Michael Healy Work History

Michael has been registered as a financial advisor for 24 years.*

2000 - Present (24 years)

Grove Point Investments, LLC

1991 - Present (33 years)

Seamount Financial Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Healy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Seamount Financial Group Inc

Aaron Mclaughlin
Colorado Springs, CO
Patrick Healy
Colorado Springs, CO
Nicholas Dorsett
Colorado Springs, CO
Christopher Dorsett
Colorado Springs, CO
Leon Colafrancesco
Colorado Springs, CO
Michael Healy
Orange, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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