Overview
Assets Under Management: $274 million
Headquarters: STONEHAM, MA
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIALLY IN TUNE, 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 #156200), FINANCIALLY IN TUNE, LLC is subject to fiduciary duty under federal law.
FINANCIALLY IN TUNE, LLC is headquartered in STONEHAM, MA.
FINANCIALLY IN TUNE, LLC serves 95 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, FINANCIALLY IN TUNE, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
FINANCIALLY IN TUNE, LLC manages $274 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, FINANCIALLY IN TUNE, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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