Financially In Tune

Financially In Tune (CRD# 156200) is a financial advisory firm headquartered in Stoneham, MA. They manage $222,571,272 in 848 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
92 Montvale Avenue, Suite 2050, Stoneham, MA 02180
http://www.financiallyintune.com
By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    848
    ACCOUNTS
  • Average Account Value
    $262,466
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, NY

Financial Advisors at Financially In Tune
Showing 1 - 3 of 3 top financial advisors.
1
Philip Lee, financial advisor Stoneham MA
Philip C. Lee
CRD#: 4551413
92 Montvale Avenue, Suite 2050, Stoneham, MA 02180

Philip Lee (CRD# 4551413) is an Investment Advisor Representative working at Financially In Tune in Stoneham, MA and has over 22 years of experience in the finance industry.

2
Amanda Magee, financial advisor Stoneham MA
Amanda A. Magee
CRD#: 6546744
92 Montvale Avenue, Suite 2050, Stoneham, MA 02180

Amanda Magee (CRD# 6546744) is an Investment Advisor Representative working at Financially In Tune in Stoneham, MA and has over 9 years of experience in the finance industry.

3
Jeanne Sullivan, financial advisor Stoneham MA
Jeanne G. Sullivan
CRD#: 1887387
92 Montvale Avenue, Suite 2050, Stoneham, MA 02180

Jeanne Sullivan (CRD# 1887387) is an Investment Advisor Representative working at Financially In Tune in Stoneham, MA and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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