DBA: FINANCIALLY IN TUNE
| Total AUM | $326.2M |
| Discretionary | $319.3M98% of AUM |
| Non-Discretionary | $7.0M |
| Client Accounts | 864 |
| Avg Account Size | $378K |
| Employees | 4 |
| Peak AUM | $326.2MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $326M | +19.1% | +21.8% | +18.8% | |
| Discretionary AUM | |||||
| Total AUM | $326.2M |
| Discretionary | $319.3M |
| Employees | 4 |
| Client Accounts | 864 |
| Client Range | 101-250 |
Address
92 MONTVALE AVENUE
STONEHAM MA 02180
Phone
781-587-0582
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$319M
97.9% of AUM
Non-Discretionary
$7M
2.1% of AUM
Disc. mix ▲ 1.0pp vs 1 year ago
No related registrations reported
| +18.9% /yrover 6 yrs · 16 filings |
Total AUM
$326M
| $319M |
| +20.3% |
| +22.7% |
| +20.1% |
| Non-Disc. AUM | $7M | 18.8% | 1.9% | 7.6% |
| Total Accounts | 864 | 7.8% | +3.5% | +6.3% |
| Avg Account Size | $377,600.659 | +29.2% | +17.8% | +11.7% |
| Employees | 4 | 0.0% | 0.0% | +6.0% |
| AUM / Employee | $82M | +19.1% | +21.8% | +12.0% |
Client AUM Segments | |||||
| Wealth AUM | $326M | +20.4% | +22.0% | +18.8% | |
Client Count Segments | |||||
| HNW Clients | 59 | 14.5% | 11.8% | 3.1% | |
| Individuals | 116 | +22.1% | +22.6% | +19.7% | |