FINANCIALLY IN TUNE, LLC

FINANCIALLY IN TUNE, LLC of STONEHAM, MA is an SEC-registered investment adviser (CRD 156200). Regulatory assets under management: $326.2M.

Registration

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (7)

NameRoleLocation
Jeanne Gibson SullivanMANAGING MEMBER/PRINCIPAL
Amanda Anne MageeMINORITY SHAREHOLDER/PRINCIPAL
Philip Clayton LeeMINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER
Jennifer Dewey KundrotMINORITY SHAREHOLDER/PRINCIPAL
MAGEE AMANDA ANNEMINORITY SHAREHOLDER/PRINCIPAL
SULLIVAN JEANNE GIBSONMANAGING MEMBER/PRINCIPAL
LEE PHILIP CLAYTONMINORITY SHAREHOLDER/PRINCIPAL/CHIEF COMPLIANCE OFFICER

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