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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KUNDROT, JENNIFER, DEWEY | I | MINORITY SHAREHOLDER/PRINCIPAL | NA | |
| KUNDROT, JENNIFER, DEWEY | I | MINORITY SHAREHOLDER/PRINCIPAL | NA | |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | NA | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | NA | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | NA | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | NA | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | NA | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | NA | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | NA | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | E | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | D | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | D | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | D | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | D | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | D | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | D | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | D | Control |
| SULLIVAN, JEANNE, GIBSON | I | MANAGING MEMBER/PRINCIPAL | D | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | C | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | B | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | B | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | B | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | B | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | B | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | B | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | B | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | B | Control |
| MAGEE, AMANDA, ANNE | I | MINORITY SHAREHOLDER/PRINCIPAL | B | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | A | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | A | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | A | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | A | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | A | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | A | Control |
| LEE, PHILIP, CLAYTON | I | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Feb 15, 2025 REGISTERED
Notice Filings (3)
MA NH NY
Address
92 MONTVALE AVENUESUITE 2050
STONEHAM, MA 02180
United States
Phone: 781-587-0582