Overview
Assets Under Management: $274 million
Headquarters: STONEHAM, MA
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 937
Discretionary Accounts: 896
Non-Discretionary Accounts: 41
Regulatory Filings
CRD Number: 156200
Last Filing Date: 2025-02-25 00:00:00
Website: https://financiallyintune.com