# FINANCIALLY IN TUNE, LLC

FINANCIALLY IN TUNE, LLC of STONEHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 156200
- Type: SEC-registered investment adviser
- SEC file number: 801-117891
- Location: 92 MONTVALE AVENUE, SUITE 2050, STONEHAM, MA, 02180
- Phone: 781-587-0582
- Latest filing: 2026-02-05
- Regulatory AUM: $326.2M
- Discretionary AUM: $319.3M
- Non-discretionary AUM: $7.0M
- Clients: 4
- Accounts: 864

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jeanne Gibson Sullivan | MANAGING MEMBER/PRINCIPAL | — |
| Amanda Anne Magee | MINORITY SHAREHOLDER/PRINCIPAL | — |
| Philip Clayton Lee | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| Jennifer Dewey Kundrot | MINORITY SHAREHOLDER/PRINCIPAL | — |
| MAGEE AMANDA ANNE | MINORITY SHAREHOLDER/PRINCIPAL | — |
| SULLIVAN JEANNE GIBSON | MANAGING MEMBER/PRINCIPAL | — |
| LEE PHILIP CLAYTON | MINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/156200/brochure
- Similar advisers: https://search.stillhousedata.com/firm/156200/similar
- Related entities: https://search.stillhousedata.com/firm/156200/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/156200

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.