RIA Intel›Advisers›Massachusetts›FINANCIALLY IN TUNE, LLC

FINANCIALLY IN TUNE, LLC

Advisory

N·STONEHAM, MA

Data as of Feb 5, 2026 · Source: SEC Form ADV

Total AUM

$326M

1-Year AUM Growth

0.0%

3-Year CAGR

+14.4%

Employees

4

Assets Under Management

Total AUM$326M

Discretionary AUM$319M

Non-Discretionary AUM$7M

Discretionary %97.9%

Total Clients164

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record12

First FilingDec 3, 2019

Latest FilingFeb 5, 2026

🔒 Full AUM trend chart and 12 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FINANCIALLY IN TUNE, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.