| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Anne Magee Control | Minority Shareholder/Principal | 10-25% | 2018 |
| Jeanne Gibson Sullivan Control | Managing Member/Principal | 50-75% | 2011 |
| Jennifer Dewey Kundrot | Minority Shareholder/Principal | Under 5% | 2025 |
Financially in Tune, LLC reports $273.9 million in regulatory assets under management on its Form ADV.
Financially in Tune, LLC reports 4 employees.
Financially in Tune, LLC is based in Stoneham, MA and has been SEC-registered since 2020.
Financially in Tune, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 92 Montvale Avenue, Suite 2050, Stoneham, MA 02180 |
| Phone | 781-587-0582 |
| Fax | 781-587-0583 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $265.4M |
| Non-discretionary | $8.6M |
| Total (RAUM) | $273.9M |