Overview
Assets Under Management: $235 million
Headquarters: FOXBORO, MA
High-Net-Worth Clients: 111
Average Client Assets: $1.6 million
Frequently Asked Questions
FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112296), FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC is headquartered in FOXBORO, MA.
FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC serves 111 high-net-worth clients according to their SEC filing dated April 17, 2018. View client details ↓
According to their SEC Form ADV, FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC manages $235 million in client assets according to their SEC filing dated April 17, 2018.
According to their SEC Form ADV, FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.12%
Average Client Assets: $1.6 million
Total Client Accounts: 900
Discretionary Accounts: 888
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 112296
Filing ID: 1209876
Last Filing Date: 2018-04-17 12:34:00