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93 Financial Group LLC
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CRD # | 144235 |
SEC # | 801-78076 |
CIK # | |
AUM | $563.7 MM (2023-03-06) |
Employees | 8 (62% Investors, 0% Brokers) |
Phone | 781-938-6361 |
Address | 600 Unicorn Park Drive Woburn, MA 01801 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,016 | 366.9 |
(b) Individuals (high net worth individuals) | 136 | 196.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 2,397 | 563.7 |
By Discretionary | ||
Discretionary | 2,397 | 563.7 |
Non-Discretionary | 0 | 0.0 |
Total | 2,397 | 563.7 |
By Non-United States Persons | ||
Non-United States Persons | 2.9 | |
United States Persons | 560.8 | |
Total | 2,397 | 563.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Pinney & Scofield Inc
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|
MA | 0.6 |
Sycamore Financial Group Inc
✚
|
IN | 0.6 |
Jeppson Wealth Management LLC
✚
|
CA | 0.6 |
Barton Investment Management LLC
✚
|
PA | 0.6 |
Financial Resources Groupcom LLC
✚
|
WA | 0.6 |
McMillan Office Inc
✚
|
MI | 0.6 |
Financial Directions LLC
✚
|
AZ | 0.6 |
CMH Wealth Management LLC
✚
|
NH | 0.6 |
Jamison Private Wealth Management Inc
✚
|
GA | 0.6 |
Cullen Investment Group Ltd
✚
|
LA | 0.6 |