|
⚲
|
| Keyboard |
| 93 Financial Group LLC
✚
|
|
|---|---|
| CRD # | 144235 |
| SEC # | 801-78076 |
| CIK # | 0002112320 |
| AUM | 899.7 M (2026-03-23) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 781-938-6361 |
| Address | 600 Unicorn Park Drive Woburn, MA 01801 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 873 | 380.7 |
| (b) Individuals (high net worth individuals) | 302 | 518.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,466 | 899.7 |
| By Discretionary | ||
| Discretionary | 2,466 | 899.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,466 | 899.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 897.4 | |
| Total | 2,466 | 899.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002112320] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
McMillan Office Inc
✚
|
MI | 913.7 M |
|
Partners in Financial Planning LLC
✚
|
VA | 913.6 M |
|
Cullen Investment Group Ltd
✚
|
LA | 910.0 M |
|
South Street Advisors LLC
✚
|
NY | 906.1 M |
|
Studio Investment Management LLC
✚
|
IL | 903.0 M |
|
Asset Management Group Inc
✚
|
CT | 898.3 M |
|
Tranquility Partners LLC
✚
|
TN | 897.0 M |
|
Makrod Investment Associates Inc
✚
|
NJ | 894.4 M |
|
JLB & Associates Inc
✚
|
MI | 892.7 M |
|
Erguz LLC
✚
|
TX | 889.0 M |