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Building 2FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

Map pinFOXBORO, MA
Phone800-888-5164
NotebookSEC #801-107495
Total AUM
$234.7M
Employees
11
Clients
310

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 HAMPSHIRE STREET
SUITE 100B
FOXBORO
MA 02035
United States
Operating Hours
9AM TO 5PM
BY APPOINTMENT
Phone
800-888-5164
Other Offices
7

ReceiptFinancials

Total AUM
$234.7M
Accounts
900
Discretionary
$232.3M
Accounts
888
Non-Discretionary
$2.4M
Accounts
12

ContactClients

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Individual Clients
198
AUM
$49.1M
HNW Individual Clients
111
AUM
$176.4M
Corporation or Business Clients
1
AUM
$9.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLMAMDNCNVNYOHPARISCTXVA

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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