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Building 2FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

Map pinFOXBORO, MA
Phone800-888-5164
NotebookSEC #801-60240
Total AUM
$164.3M
Employees
4
Clients
0

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

ReceiptFinancials

Total AUM
$164.3M
Accounts
702
Discretionary
$163.9M
Accounts
698
Non-Discretionary
$404.7K
Accounts
4

ContactClients

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None reported

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
CADEFLMAMDNJNYPATXVA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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