Be advised. This firm is no longer registered.

Fieldstone Financial Management Group, LLC

Fieldstone Financial Management Group, LLC (CRD# 112296) is a financial advisory firm headquartered in Foxboro, MA. They manage $246,998,219 in 1,059 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
2 Hampshire Street, Suite 100b, Foxboro, MA 02035
http://www.fieldstonefinancial.com
By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    1,059
    ACCOUNTS
  • Average Account Value
    $233,237
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, IL, MA, MD, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA

Financial Advisors at Fieldstone Financial Management Group, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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