93 Financial Group, LLC
Woburn, MA·SEC-registered · CRD #144235
93 Financial Group, LLC is an SEC-registered investment advisory firm in Woburn, MA managing $900M across 2.5k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$900M
Client accounts
2.5k
Advisory staff
5
Fee model
Fee-only
How 93 Financial Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about 93 Financial Group, LLC
How much does 93 Financial Group, LLC manage?
Per its most recent SEC Form ADV filing (03/23/2026), 93 Financial Group, LLC reports $900M in regulatory assets under management across roughly 2.5k client accounts.
How does 93 Financial Group, LLC charge?
93 Financial Group, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is 93 Financial Group, LLC a fiduciary?
Yes. 93 Financial Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #144235), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is 93 Financial Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks 93 Financial Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Woburn, MA
Profile compiled from 93 Financial Group, LLC's public SEC Form ADV filing (CRD #144235, filed 03/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of 93 Financial Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with 93 Financial Group, LLC? Claim this profile.