RIA Intel›Advisers›New York›FIELDSTONE MONEY MANAGEMENT, INC.

FIELDSTONE MONEY MANAGEMENT, INC.

Advisory

NY

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in NY

#5,278

of 5,722 advisers by AUM

Average account

$139K

across 70 accounts

AUM per adviser

$5M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients57

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

57 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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