RIA Intel›Advisers›Massachusetts›FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

Advisory

N·FOXBORO, MA

Data as of Apr 17, 2018 · Source: SEC Form ADV

Total AUM
$235M
1-Year AUM Growth
-5.0%
3-Year CAGR
+12.2%
Employees
10
Assets Under Management
Total AUM$235M
Discretionary AUM$232M
Non-Discretionary AUM$2M
Discretionary %99%
Total Clients—
Team
Total Employees10
Investment Advisers11
Employee Growth (1Y)—
Filing History
Total Filings on Record39
First FilingMay 1, 2001
Latest FilingApr 17, 2018
🔒 Full AUM trend chart and 39 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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