FINANCIALLY IN TUNE

92 Montvale Avenue
Suite 2050
Stoneham, Massachusetts 02180
Tel: 781-587-0582

About FINANCIALLY IN TUNE

FINANCIALLY IN TUNE, formally registered with the SEC as FINANCIALLY IN TUNE. The firm was established in 01/06/2020. They have over 1 offices throughout the country.

FINANCIALLY IN TUNE is a Stoneham, Massachusetts based Financial Planning firm with nearly $273,928,345 assets under management, offering retirement planning & investment advisory services to 937 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156200
SEC#	801-117891
Assets Managed by Firm	$273,928,345
No. of Clients	937
No. of Advisors	4

Fee Structure

Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	937	$273,928,345
Individuals (other than high net worth individuals)	69	$38,363,832
High net worth individuals	95	$232,661,415
Pension and profit sharing plans	Fewer than 5 clients	$2,903,098

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