93 FINANCIAL GROUP, LLC

About

93 Financial Group, LLC is a leading financial firm offering expert guidance and personalized solutions for managing clients' financial portfolios. With a team of experienced professionals and over $1 billion in assets under management, the company has been serving clients for over 20 years. They provide a range of services, including investment management, retirement planning, and tax preparation, to individuals, families, and small businesses. The company primarily works on a fee-based model, and all fees and compensation are transparently communicated to clients. Their dedication to transparency and ethical practices is evident in their commitment to fully disclose any potential conflicts of interest and adhere to industry regulations and standards. Founded in 1999, 93 Financial Group, LLC is headquartered in New York City and caters to clients nationwide.

93 Financial Group, LLC takes a personalized approach to financial planning, tailoring their services to each client's specific needs and goals. They offer comprehensive financial management, constantly monitor and adjust portfolios to optimize returns, and provide transparent and ethical services in all aspects. Clients can trust their team of 15 advisors, who are highly qualified and experienced, to guide them towards a stable financial future. Whether it's young professionals just starting their journey or retirees looking to preserve their wealth, the company has the expertise to assist clients at all stages of life. Overall, 93 Financial Group, LLC is a reputable and trusted firm that prioritize their clients' financial goals and success.

Facts & Insights

93 Financial Group, LLC has been in business for over 20 years, providing exceptional financial services to clients. As of 2021, the company has over $1 billion in assets under management and is continuously growing its client base. With a team of 15 highly qualified and experienced advisors, the firm is dedicated to guiding clients towards achieving their financial goals and securing a stable financial future.

Assets, Advisors & Tenure

93 Financial Group, LLC Assets Under Management | $1 billion+ Number of Advisors | 15 Time in Business | 20+ years

Fees & Compensation

The company primarily works on a fee-based model, charging a percentage of the assets under management. Some services may have additional fees, such as financial planning and tax preparation. The firm is committed to transparency and ensures that all fees and compensation are clearly communicated and understood by clients.

Background

93 Financial Group, LLC was founded in 1999 by a team of experienced financial professionals with a shared vision of providing customized and reliable financial solutions. The company is headquartered in New York City and has expanded to serve clients across the United States.