Financially in Tune, LLC
● SEC registered since 2020CRD 156200SEC# 801-117891Stoneham, MA
Reg. AUM
$326.2M
Employees
4
Accounts
864
Location
Stoneham, MA
Financially in Tune, LLC assets under management
Financially in Tune, LLC is an SEC-registered investment adviser based in Stoneham, MA. The firm has been registered since 2020. It reports $326.2 million in regulatory assets under management and employs 4 people.
Financially in Tune, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Anne Magee Control | Minority Shareholder/Principal | 10-25% | 2018 |
| Jeanne Gibson Sullivan Control | Managing Member/Principal | 50-75% | 2011 |
| Jennifer Dewey Kundrot | Minority Shareholder/Principal | Under 5% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Financially in Tune, LLC manage?
Financially in Tune, LLC reports $326.2 million in regulatory assets under management on its Form ADV.
How many employees does Financially in Tune, LLC have?
Financially in Tune, LLC reports 4 employees.
Where is Financially in Tune, LLC located?
Financially in Tune, LLC is based in Stoneham, MA and has been SEC-registered since 2020.
Does Financially in Tune, LLC disclose fund performance?
Financially in Tune, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 92 Montvale Avenue, Suite 2050, Stoneham, MA 02180 |
| Phone | 781-587-0582 |
| Fax | 781-587-0583 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$326.2M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$326.2Mregulatory AUM
Discretionary $319.3MNon-discretionary $7M