Financially In Tune is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stoneham, MA. Its latest Form ADV filing, dated February 5, 2026, reports $326M in regulatory assets under management, 4 employees, and 864 accounts.
Assets Under Management
$326M
Employees
4
Offices
--
Total Clients
175
Primary office
STONEHAM, MA
92 MONTVALE AVENUE, SUITE 2050, STONEHAM, MA, United States
Top client segmentHNWI represent 66.3% of total clients.
Top client categories% of clientsClients
1
HNWI
66.3%
116
2
Individuals
33.7%
59
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$326Mas of February 5, 2026
Discretionary97.9%
$319M
98% of total RAUM97.9%
Non-discretionary2.1%
$7M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$326M
Total Accounts864
10Y AUM Change+$214M (+189.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee44:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.