Healthy Love And Money
Firm details
- Headquarters
- ,
- CRD number
- 324451
- Website
- www.healthyloveandmoney.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Healthy Love And Money is an LLC structured as a single-owner advisory practice that describes itself as a capital allocator. Its registered advisory activities focus on financial planning and portfolio management for individuals, small businesses and institutional/business clients, and it also provides selection-of-other-advisers services. The firm bills clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It is not identified as an active ESG investor and is not reported as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
1 of 1
Edward Coambs
CEO and CCOCRD 5198435
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations