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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financially in TUNE LLC
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|---|---|
| CRD # | 156200 |
| SEC # | 801-117891 |
| CIK # | |
| AUM | $273.9 M (2025-02-25) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 781-587-0582 |
| Address | 92 Montvale Avenue Stoneham, MA 02180 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 38.4 |
| (b) Individuals (high net worth individuals) | 95 | 232.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 937 | 273.9 |
| By Discretionary | ||
| Discretionary | 896 | 265.4 |
| Non-Discretionary | 41 | 8.6 |
| Total | 937 | 273.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 272.6 | |
| Total | 937 | 273.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Petros Family Wealth LLC
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|
MN | 0.3 |
|
Synergy Financial Group Ltd
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|
0.3 | |
|
Auspicious Financial Planning LLC
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|
CA | 0.3 |
|
MC Byrd Wealth Management LLC
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|
TX | 0.3 |
|
Abbot Financial Management Inc
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|
MA | 0.3 |
|
Seneschal Advisors LLC
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|
WA | 0.3 |
|
Focus Wealth Advisors LLC
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|
TX | 0.3 |
|
Windward Private Wealth Management Inc
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|
KS | 0.3 |
|
Vista Finance LLC
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|
MO | 0.3 |
|
Pioneer Wealth Management Group Inc
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|
TX | 0.3 |