Financially In Tune
Financially In Tune is an SEC-registered wealth manager in Stoneham, MA with $326.2M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Financially In Tune: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156200, SEC 801-117891, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $326.2M (2026-02-05)
- Firm type
- Wealth Manager
- Location
- Stoneham, MA
- Employees
- 4
- Clients
- 175
- CRD
- 156200
- Ownership
- MAGEE, AMANDA, ANNE; LEE, PHILIP, CLAYTON; SULLIVAN, JEANNE, GIBSON; KUNDROT, JENNIFER, DEWEY
How much AUM does Financially In Tune have?
Financially In Tune reported $326.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Financially In Tune?
Disclosed owners and executives of Financially In Tune include MAGEE, AMANDA, ANNE, LEE, PHILIP, CLAYTON, SULLIVAN, JEANNE, GIBSON, KUNDROT, JENNIFER, DEWEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.