RIA · CRD 156200SEC-Registered

Updated:

FINANCIALLY IN TUNE

FINANCIALLY IN TUNE is an SEC-registered investment adviser in Stoneham, MA, registered since 2020. The firm manages $326 million in assets, with $319 million...

FINANCIALLY IN TUNE

FINANCIALLY IN TUNE is an SEC-registered investment adviser in Stoneham, MA, registered since 2020. The firm manages $326 million in assets, with $319 million on a discretionary basis. It has 4 employees and 4 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at FINANCIALLY IN TUNE?

No named investment professionals or decision-makers are publicly associated with the firm. Without a disclosed website or LinkedIn presence, the leadership structure remains unknown.

Where does the underlying wealth come from?

The wealth origin for FINANCIALLY IN TUNE is not publicly disclosed. No founding family, industry sector, or wealth-generation event has been identified in any public record.

Is FINANCIALLY IN TUNE structured as a single family office or multi-family office?

The firm's name implies a single-family office, but no documentation confirms this. There is no information on whether it serves one family or multiple.

Does FINANCIALLY IN TUNE maintain a public investment portfolio?

No. The firm has not publicly disclosed any portfolio companies, fund commitments, or direct investments. There are no observable holdings or deal activity in any public database.

What investment stages does FINANCIALLY IN TUNE typically target?

Not disclosed. No information exists on stage preferences — whether venture, growth, buyout, or credit — due to the firm's lack of public footprint.

Does FINANCIALLY IN TUNE participate in co-investments alongside external GPs?

This is unknown. The firm has no recorded co-investment activity in any public source, making its relationship with external general partners entirely opaque.

Where is FINANCIALLY IN TUNE headquartered?

No headquarters location has been publicly disclosed. This firm does not appear in any official registry or directory of family offices.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles