← Directory
93 FINANCIAL GROUP, LLC
CRD 144235File 801-78076
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$899.7M
Above cohort median (national)
Discretionary AUM
$899.7M
Clients
1,175
2,466 accounts
Employees
8
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 31, 2013
- Principal office
- 600 UNICORN PARK DRIVE, WOBURN, MA, 01801
- Phone
- 781-938-6361
- Website
- HTTP://93FG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $899.7M
- Discretionary AUM
- $899.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,466
- Non-discretionary accounts
- 0
- Total accounts
- 2,466
- AUM per client
- $766K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 302 | $518.9M |
| Individuals (other than high net worth individuals) | 873 | $380.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.