Patrick
Healy
Seamount Financial Group Inc
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About this Advisor
Patrick Healy is a financial advisor based in Colorado Springs, Colorado, working with Seamount Financial Group Inc. Patrick has previously held positions at Pacific Investment Management Company LLC, Pimco Investments LLC, Haley Stuart Group, Beacon Pointe Advisors, Seamount Financial Group, Liparita Cellars, The University Of Texas At Austin, Grove Point Investments, LLC, and Seamount Financial Group Inc. Patrick has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Patrick is part of Seamount Financial Group Inc, which operates out of Colorado Springs, Colorado. The firm has 3 offices and 10 employees. The firm manages assets totaling $604.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Seamount Financial Group Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Seamount Financial Group Inc Brokerage Details
$604,710,584
10
1,546
$391,145
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Patrick Healy Work History
Grove Point Investments, LLC
Seamount Financial Group Inc
Seamount Financial Group
Pacific Investment Management Company LLC
Pacific Investment Management Company LLC
Pimco Investments LLC
Haley Stuart Group
Beacon Pointe Advisors
Seamount Financial Group
Liparita Cellars
The University Of Texas At Austin
Disclosures
Please visit the SEC profile of Patrick 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
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Colorado Springs, CO
Orange, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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