93 FINANCIAL GROUP, LLC
CRD #144235 SEC #801-78076 WOBURN, MA 781-938-6361
SEC Registered
Total AUM
$780.3M
Discretionary
$780.3M
Employees
8
Clients
26
Accounts
2,438
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $780.3M | $780.3M | $0 | 8 | 0 |
| Mar 2024 | $638.9M | $638.9M | $0 | 8 | 0 |
| Sep 2023 | $563.7M | $563.7M | $0 | 8 | 0 |
| Mar 2023 | $563.7M | $563.7M | $0 | 8 | 0 |
| Mar 2022 | $629.4M | $629.4M | $0 | 8 | 0 |
| Feb 2021 | $531.5M | $531.5M | $0 | 9 | 0 |
| Jun 2020 | $440.4M | $440.4M | $0 | 9 | 0 |
| Mar 2020 | $440.4M | $440.4M | $0 | 9 | 0 |
| May 2019 | $335.4M | $335.4M | $0 | 8 | 0 |
| Feb 2019 | $335.4M | $335.4M | $0 | 8 | 0 |
| Mar 2018 | $326M | $326M | $0 | 7 | 0 |
| Dec 2017 | $242.7M | $242.7M | $0 | 8 | 0 |
| Sep 2017 | $242.7M | $242.7M | $0 | 8 | 800 |
| Mar 2017 | $242.7M | $242.7M | $0 | 8 | 800 |
| Feb 2016 | $196.3M | $196.3M | $0 | 7 | 800 |
| Sep 2015 | $170.6M | $170.6M | $0 | 6 | 700 |
| Feb 2015 | $170.6M | $170.6M | $0 | 6 | 700 |
| Dec 2014 | $134M | $133.9M | $160.5K | 6 | 600 |
| Jun 2014 | $134M | $133.9M | $160.5K | 6 | 600 |
| Mar 2014 | $134M | $133.9M | $160.5K | 6 | 600 |
| Feb 2014 | $134M | $133.9M | $160.5K | 6 | 600 |
| Sep 2013 | $103.7M | $100.3M | $3.4M | 6 | 500 |
| Jun 2013 | $103.7M | $100.3M | $3.4M | 6 | 500 |
| May 2013 | $103.7M | $100.3M | $3.4M | 6 | 500 |
DateMar 2025
Total AUM$780.3M
Discretionary$780.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$638.9M
Discretionary$638.9M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$563.7M
Discretionary$563.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$563.7M
Discretionary$563.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$629.4M
Discretionary$629.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$531.5M
Discretionary$531.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$440.4M
Discretionary$440.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$440.4M
Discretionary$440.4M
Non-Disc.$0
Employees9
Clients0
DateMay 2019
Total AUM$335.4M
Discretionary$335.4M
Non-Disc.$0
Employees8
Clients0
DateFeb 2019
Total AUM$335.4M
Discretionary$335.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$326M
Discretionary$326M
Non-Disc.$0
Employees7
Clients0
DateDec 2017
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees8
Clients0
DateSep 2017
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees8
Clients800
DateMar 2017
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees8
Clients800
DateFeb 2016
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees7
Clients800
DateSep 2015
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees6
Clients700
DateFeb 2015
Total AUM$170.6M
Discretionary$170.6M
Non-Disc.$0
Employees6
Clients700
DateDec 2014
Total AUM$134M
Discretionary$133.9M
Non-Disc.$160.5K
Employees6
Clients600
DateJun 2014
Total AUM$134M
Discretionary$133.9M
Non-Disc.$160.5K
Employees6
Clients600
DateMar 2014
Total AUM$134M
Discretionary$133.9M
Non-Disc.$160.5K
Employees6
Clients600
DateFeb 2014
Total AUM$134M
Discretionary$133.9M
Non-Disc.$160.5K
Employees6
Clients600
DateSep 2013
Total AUM$103.7M
Discretionary$100.3M
Non-Disc.$3.4M
Employees6
Clients500
DateJun 2013
Total AUM$103.7M
Discretionary$100.3M
Non-Disc.$3.4M
Employees6
Clients500
DateMay 2013
Total AUM$103.7M
Discretionary$100.3M
Non-Disc.$3.4M
Employees6
Clients500