|
⚲
|
| 93 Financial Group LLC
✚
| |
|---|---|
| CRD # | 144235 |
| SEC # | 801-78076 |
| CIK # | |
| AUM | $638.9 MM (2024-03-28) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 781-938-6361 |
| Address | 600 Unicorn Park Drive Woburn, MA 01801 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 978 | 373.8 |
| (b) Individuals (high net worth individuals) | 174 | 265.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,397 | 638.9 |
| By Discretionary | ||
| Discretionary | 2,397 | 638.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,397 | 638.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.3 | |
| United States Persons | 635.5 | |
| Total | 2,397 | 638.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Horst & Graben Wealth Management LLC
✚
|
OR | 0.6 |
|
Great Diamond Partners LLC
✚
|
ME | 0.6 |
|
Firestone Capital Management Inc
✚
|
FL | 0.6 |
|
MARS Jewett Financial Group Inc
✚
|
WA | 0.6 |
|
Jeppson Wealth Management LLC
✚
|
CA | 0.6 |
|
Greylin Investment Management Inc
✚
|
VA | 0.6 |
|
Lighthouse Wealth Strategies LLC
✚
|
WA | 0.6 |
|
The Advocate Group LLC
✚
|
MN | 0.6 |
|
SSA Swiss Advisors AG
✚
|
0.6 | |
|
Delta Investment Management LLC
✚
|
CA | 0.6 |