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Financially IN Tune

Financially IN Tune. CRD 156200

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CRD: 156200

Financially IN Tune

Stoneham, MA, 02180
7815870582
www.financiallyintune.com
$326.2M Total AUM
$319.3M Disc. AUM
22.5% 3Y CAGR
4 Employees
175 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · LPL Financial
Clients
Retail
Platforms
--
Established Date
02-14-2011
Office Locations
1

Office Locations

92 Montvale Avenue Suite 2050 Stoneham MA

About Financially IN Tune

Financially in Tune is an independent, fee-only fiduciary RIA serving individuals and families—from those starting out to retirees—with customized financial planning and ongoing portfolio management, plus hourly or project-based advice. Portfolios are built around risk tolerance and time horizon and commonly implemented with diversified ETFs and mutual funds. Massachusetts-based, led by a CFP principal team.

Team overview

60 AVG AGE
$81.6M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
9.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Oak signal Prime

Client Personas

Catalyst beacon

Custodian

Capital

Investment Themes

Timber Atlas

Investment Vehicles

Matrix

Platform

Horizon delta Delta

Services

Insight Vertex Quantum Atlas Optima vector Meridian peak Momentum focus

Owner & Executives

JEANNE GIBSON SULLIVAN

JEANNE GIBSON SULLIVAN

Managing Member, PRINCIPAL

CRD
#1887387
Ownership
50% but less than 75%
(454) 208-5894
pathway.timber@foundationcapital.com
in linkedin.com/in/unison-optima
PHILIP CLAYTON LEE

PHILIP CLAYTON LEE

Chief Compliance Officer, PRINCIPAL

CRD
#4551413
Ownership
25% but less than 50%
(680) 803-3948
frontier.glacier@capitalcapital.com
in linkedin.com/in/frontier-frontier
M

Matrix timber

Fusion summit pioneer

CRD
#65940
Ownership
29.0%
(427) 924-1938
timber.foundation@alphacapital.com
in linkedin.com/in/atlas-harbor

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-01-2022
02-10-2023
08-21-2024
02-25-2025
02-05-2026
Category Assets AVG. Account size
Discretionary $319,285,984 $377,853
Non-Discretionary $6,960,985 $366,368
Total $326,246,969 $377,601

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Separately Managed Accounts

Total SMA Asset: $326,246,969

$326.2M Total SMA
Public Funds:
5.5%
Equity - Exchange:
17.8%
Cash:
17.5%
Municipal Bonds:
20.3%
U.S. Government/Agency:
25.7%
Other:
13.2%
Asset class Assets Assets %
Public Funds $448,251,213 5.5%
Equity - Exchange $1,450,703,927 17.8%
Cash $1,426,253,861 17.5%
Municipal Bonds $1,654,454,478 20.3%
U.S. Government/Agency $2,094,555,670 25.7%
Other $1,075,802,912 13.2%
Total $8,150,022,061 100.0%

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