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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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