FINANCIALLY IN TUNE

RIASEC RegisteredEst. 2020

Total AUM

$326M

Discretionary

$319M

98% of AUM

Avg account

$378K

Accounts

864

Employees

4

Advisory reps

4

Firm details

Headquarters: STONEHAM, Massachusetts
CRD number: 156200
Registered since: January 6, 2020
Website: www.financiallyintune.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Hourly Charges, Fixed Fees
Client types: HNWI90.01%
Individuals9.99%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Financially In Tune is an independent, owner-operated registered investment adviser formed as a limited liability company and SEC-registered in 2020. The firm focuses on individual and family clients and provides financial planning plus discretionary portfolio management for individuals, small businesses and certain business or institutional relationships. Its service set also includes pension consulting. Pricing is delivered on hourly and fixed-fee bases rather than percentage-based asset fees. The firm does not market itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds38%
Exchange Traded Equities36%
Cash & Cash Equivalents16%
State & Local Bonds7%
US Government Bonds2%

Contacts

3 of 4

AMANDA MAGEE
Principal, Operations ManagerCRD 6546744
JEANNE SULLIVAN
Partner, Managing DirectorCRD 1887387
PHILIP LEE
Partner, Managing DirectorCRD 4551413

Unlock 1 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

STONEHAM, MA

MIDDLESEX

Location

STONEHAM, MA

Headquartered in STONEHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: MIDDLESEX
Address: 92 Montvale Ave
Time zone: ET (UTC-5)
Office locations

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