Falists
← Back to search

FINANCIALLY IN TUNE

FINANCIALLY IN TUNE, LLC

CRD 156200 · SEC 801-117891

Visit website

92 MONTVALE AVENUE, SUITE 2050, STONEHAM, MA, 02180, United States

Phone

781-587-0582

Fax

781-587-0583

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$326.2M

Discretionary AUM

$319.3M

Team

4 total employees; 4 advisory reps

Clients

101-250

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals59$32.6M
High net worth individuals116$293.7M

States served

MA, NY, NH

All web addresses on file

Official SEC filing: View on IAPD