93 FINANCIAL GROUP, LLC

600 Unicorn Park Drive
Woburn, Massachusetts 01801
Tel: 781-938-6361

About 93 FINANCIAL GROUP, LLC

93 FINANCIAL GROUP, LLC, formally registered with the SEC as 93 FINANCIAL GROUP, LLC. The firm was established in 05/31/2013. They have over 1 offices throughout the country.

93 FINANCIAL GROUP, LLC is a Woburn, Massachusetts based Financial Planning firm with nearly $638,884,083 assets under management, offering retirement planning & investment advisory services to 2397 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144235
SEC#	801-78076
Assets Managed by Firm	$638,884,083
No. of Clients	2397
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2397	$638,884,083
Individuals (other than high net worth individuals)	978	$373,814,052
High net worth individuals	174	$265,070,031

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