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Health Financial Inc (Lexington)


Health Financial Inc is a large advisory firm based in Lexington. It manages $234.39 million of regulatory assets for 1,000 client accounts. It has been registered with the SEC as an adviser since 2001.

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Health Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Health Financial: assets under management

The assets under management (AUM) of Health Financial Inc is $234.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $234.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $234.39 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Health Financial Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lexington

The principal office where Health Financial Inc performs its advisory services is located at 2353 Alexandria Drive Suite 100, Lexington, KY 40504, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 859-296-5678 or by fax 859-296-0880. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.healthfinancial.com.


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