RIA Intel›Advisers›Massachusetts›ADVISORY.MANNION.MONEY LLC

ADVISORY.MANNION.MONEY LLC

Advisory

MARLBOROUGH, MA

Data as of Jan 3, 2026 · Source: SEC Form ADV

Rank in MA

#1,574

of 1,590 advisers by AUM

Average account

$11K

across 9 accounts

AUM per adviser

$102K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 3, 2026.

Total AUM

$102K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$102K

Discretionary AUM$102K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

DECKER, FRANCIS JOSEPH

$100K

FANEUIL CAPITAL MANAGEMENT LLC

$100K

THORNTON, BENJAMIN R

$99K

WHATIFI ASSET MANAGEMENT INC

$107K

WEALTH MANAGEMENT PLANNING

$88K

$83K

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