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93 FINANCIAL GROUP, LLC

CRD 144235 · SEC 801-78076

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600 UNICORN PARK DRIVE, WOBURN, MA, 01801, United States

Phone

781-938-6361

Fax

781-933-4506

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$899.7M

Discretionary AUM

$899.7M

Team

8 total employees; 5 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals873$380.7M
High net worth individuals302$518.9M

States served

CA, ME, MA, NC, PA, RI, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD