FINANCIALLY IN TUNE, LLC
Legal name: FINANCIALLY IN TUNE
CRD #156200 SEC #801-117891 STONEHAM, MA 781-587-0582
SEC Registered
Total AUM
$273.9M
Discretionary
$265.4M
Employees
4
Clients
101
Accounts
937
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $273.9M | $265.4M | $8.6M | 4 | 0 |
| Feb 2025 | $273.9M | $265.4M | $8.6M | 4 | 0 |
| Aug 2024 | $222.6M | $215.7M | $6.9M | 4 | 0 |
| Apr 2024 | $222.6M | $215.7M | $6.9M | 4 | 0 |
| Feb 2024 | $222.6M | $215.7M | $6.9M | 4 | 0 |
| Jan 2024 | $222.6M | $215.7M | $6.9M | 4 | 0 |
| Feb 2023 | $180.3M | $173M | $7.4M | 4 | 0 |
| Jun 2022 | $171.3M | $161.9M | $9.4M | 4 | 0 |
| Mar 2022 | $171.3M | $161.9M | $9.4M | 3 | 0 |
| Jan 2022 | $140.1M | $129.8M | $10.3M | 3 | 0 |
| Mar 2021 | $140.1M | $129.8M | $10.3M | 3 | 0 |
| Jun 2020 | $117.2M | $108.5M | $8.7M | 3 | 0 |
| Mar 2020 | $117.2M | $108.5M | $8.7M | 3 | 0 |
| Dec 2019 | $112.5M | $102.8M | $9.7M | 3 | 0 |
DateFeb 2025
Total AUM$273.9M
Discretionary$265.4M
Non-Disc.$8.6M
Employees4
Clients0
DateFeb 2025
Total AUM$273.9M
Discretionary$265.4M
Non-Disc.$8.6M
Employees4
Clients0
DateAug 2024
Total AUM$222.6M
Discretionary$215.7M
Non-Disc.$6.9M
Employees4
Clients0
DateApr 2024
Total AUM$222.6M
Discretionary$215.7M
Non-Disc.$6.9M
Employees4
Clients0
DateFeb 2024
Total AUM$222.6M
Discretionary$215.7M
Non-Disc.$6.9M
Employees4
Clients0
DateJan 2024
Total AUM$222.6M
Discretionary$215.7M
Non-Disc.$6.9M
Employees4
Clients0
DateFeb 2023
Total AUM$180.3M
Discretionary$173M
Non-Disc.$7.4M
Employees4
Clients0
DateJun 2022
Total AUM$171.3M
Discretionary$161.9M
Non-Disc.$9.4M
Employees4
Clients0
DateMar 2022
Total AUM$171.3M
Discretionary$161.9M
Non-Disc.$9.4M
Employees3
Clients0
DateJan 2022
Total AUM$140.1M
Discretionary$129.8M
Non-Disc.$10.3M
Employees3
Clients0
DateMar 2021
Total AUM$140.1M
Discretionary$129.8M
Non-Disc.$10.3M
Employees3
Clients0
DateJun 2020
Total AUM$117.2M
Discretionary$108.5M
Non-Disc.$8.7M
Employees3
Clients0
DateMar 2020
Total AUM$117.2M
Discretionary$108.5M
Non-Disc.$8.7M
Employees3
Clients0
DateDec 2019
Total AUM$112.5M
Discretionary$102.8M
Non-Disc.$9.7M
Employees3
Clients0