Overview
Assets Under Management: $780 million
Headquarters: WOBURN, MA
High-Net-Worth Clients: 235
Average Client Assets: $2 million
Frequently Asked Questions
93 FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144235), 93 FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
93 FINANCIAL GROUP, LLC is headquartered in WOBURN, MA.
93 FINANCIAL GROUP, LLC serves 235 high-net-worth clients according to their SEC filing dated March 14, 2025. View client details ↓
According to their SEC Form ADV, 93 FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
93 FINANCIAL GROUP, LLC manages $780 million in client assets according to their SEC filing dated March 14, 2025.
According to their SEC Form ADV, 93 FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 235
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,438
Discretionary Accounts: 2,438
Regulatory Filings
CRD Number: 144235
Filing ID: 1958801
Last Filing Date: 2025-03-14 16:02:00
Website: https://93fg.com