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93 FINANCIAL GROUP, LLC

WOBURN, MA · CRD 144235 · IAPD ↗ · 93fg.com · 781-938-6361

$899.7MRegulatory AUM
5Advisory reps
8Employees
0Clients
26-50Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — 93 FINANCIAL GROUP, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2024 — 93 FINANCIAL GROUP, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.