FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC
CRD #112296 SEC #801-107495 FOXBORO, MA 800-888-5164
SEC Registered
Total AUM
$234.7M
Discretionary
$232.3M
Employees
11
Clients
251
Accounts
900
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2018 | $234.7M | $232.3M | $2.4M | 11 | 0 |
| Mar 2018 | $234.7M | $232.3M | $2.4M | 11 | 0 |
| Aug 2017 | $247M | $246.5M | $448.2K | 9 | 300 |
| Jun 2017 | $247M | $246.5M | $448.2K | 9 | 300 |
| Apr 2017 | $247M | $246.5M | $448.2K | 9 | 300 |
| Mar 2017 | $247M | $246.5M | $448.2K | 9 | 300 |
| Feb 2017 | $247M | $246.5M | $448.2K | 9 | 300 |
| Oct 2016 | $193.2M | $190.4M | $2.8M | 4 | 300 |
| Oct 2016 | $193.2M | $190.4M | $2.8M | 4 | 300 |
| Aug 2016 | $193.2M | $190.4M | $2.8M | 4 | 300 |
| May 2016 | $193.2M | $190.4M | $2.8M | 4 | 300 |
| Mar 2016 | $0 | $0 | $0 | 4 | 300 |
| Mar 2016 | $0 | $0 | $0 | 4 | 300 |
| Mar 2015 | $164.3M | $163.9M | $404.7K | 4 | 300 |
| Dec 2014 | $178.9M | $177.9M | $1M | 4 | 200 |
| Jul 2014 | $178.9M | $177.9M | $1M | 4 | 200 |
| Jul 2014 | $178.9M | $177.9M | $1M | 4 | 200 |
| Jun 2014 | $178.9M | $177.9M | $1M | 4 | 200 |
| May 2014 | $178.9M | $177.9M | $1M | 4 | 200 |
| Mar 2014 | $178.9M | $177.9M | $1M | 4 | 200 |
| Nov 2013 | $152M | $148.1M | $3.9M | 4 | 200 |
| Mar 2013 | $152M | $148.1M | $3.9M | 4 | 200 |
| Nov 2012 | $141.6M | $137M | $4.7M | 4 | 200 |
| Oct 2012 | $141.6M | $137M | $4.7M | 1 | 200 |
| Feb 2012 | $136.5M | $93.4M | $43.1M | 1 | 200 |
| Mar 2011 | $132.4M | $90M | $42.4M | 5 | -- |
| Feb 2009 | $109M | $78.7M | $30.3M | 5 | -- |
| Mar 2008 | $159.8M | $106.7M | $53.1M | 5 | -- |
| Dec 2007 | $142.5M | $92.8M | $49.7M | 5 | -- |
| Mar 2007 | $142.5M | $92.8M | $49.7M | 5 | -- |
| Mar 2006 | $436M | $152M | $284M | 5 | -- |
| Feb 2005 | $418M | $301M | $117M | 5 | -- |
| Jan 2005 | $424M | $147M | $277M | 5 | -- |
| May 2002 | $75M | $50M | $25M | 5 | -- |
| Jun 2001 | $55M | $45M | $10M | 5 | -- |
DateApr 2018
Total AUM$234.7M
Discretionary$232.3M
Non-Disc.$2.4M
Employees11
Clients0
DateMar 2018
Total AUM$234.7M
Discretionary$232.3M
Non-Disc.$2.4M
Employees11
Clients0
DateAug 2017
Total AUM$247M
Discretionary$246.5M
Non-Disc.$448.2K
Employees9
Clients300
DateJun 2017
Total AUM$247M
Discretionary$246.5M
Non-Disc.$448.2K
Employees9
Clients300
DateApr 2017
Total AUM$247M
Discretionary$246.5M
Non-Disc.$448.2K
Employees9
Clients300
DateMar 2017
Total AUM$247M
Discretionary$246.5M
Non-Disc.$448.2K
Employees9
Clients300
DateFeb 2017
Total AUM$247M
Discretionary$246.5M
Non-Disc.$448.2K
Employees9
Clients300
DateOct 2016
Total AUM$193.2M
Discretionary$190.4M
Non-Disc.$2.8M
Employees4
Clients300
DateOct 2016
Total AUM$193.2M
Discretionary$190.4M
Non-Disc.$2.8M
Employees4
Clients300
DateAug 2016
Total AUM$193.2M
Discretionary$190.4M
Non-Disc.$2.8M
Employees4
Clients300
DateMay 2016
Total AUM$193.2M
Discretionary$190.4M
Non-Disc.$2.8M
Employees4
Clients300
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients300
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients300
DateMar 2015
Total AUM$164.3M
Discretionary$163.9M
Non-Disc.$404.7K
Employees4
Clients300
DateDec 2014
Total AUM$178.9M
Discretionary$177.9M
Non-Disc.$1M
Employees4
Clients200
DateJul 2014
Total AUM$178.9M
Discretionary$177.9M
Non-Disc.$1M
Employees4
Clients200
DateJul 2014
Total AUM$178.9M
Discretionary$177.9M
Non-Disc.$1M
Employees4
Clients200
DateJun 2014
Total AUM$178.9M
Discretionary$177.9M
Non-Disc.$1M
Employees4
Clients200
DateMay 2014
Total AUM$178.9M
Discretionary$177.9M
Non-Disc.$1M
Employees4
Clients200
DateMar 2014
Total AUM$178.9M
Discretionary$177.9M
Non-Disc.$1M
Employees4
Clients200
DateNov 2013
Total AUM$152M
Discretionary$148.1M
Non-Disc.$3.9M
Employees4
Clients200
DateMar 2013
Total AUM$152M
Discretionary$148.1M
Non-Disc.$3.9M
Employees4
Clients200
DateNov 2012
Total AUM$141.6M
Discretionary$137M
Non-Disc.$4.7M
Employees4
Clients200
DateOct 2012
Total AUM$141.6M
Discretionary$137M
Non-Disc.$4.7M
Employees1
Clients200
DateFeb 2012
Total AUM$136.5M
Discretionary$93.4M
Non-Disc.$43.1M
Employees1
Clients200
DateMar 2011
Total AUM$132.4M
Discretionary$90M
Non-Disc.$42.4M
Employees5
Clients--
DateFeb 2009
Total AUM$109M
Discretionary$78.7M
Non-Disc.$30.3M
Employees5
Clients--
DateMar 2008
Total AUM$159.8M
Discretionary$106.7M
Non-Disc.$53.1M
Employees5
Clients--
DateDec 2007
Total AUM$142.5M
Discretionary$92.8M
Non-Disc.$49.7M
Employees5
Clients--
DateMar 2007
Total AUM$142.5M
Discretionary$92.8M
Non-Disc.$49.7M
Employees5
Clients--
DateMar 2006
Total AUM$436M
Discretionary$152M
Non-Disc.$284M
Employees5
Clients--
DateFeb 2005
Total AUM$418M
Discretionary$301M
Non-Disc.$117M
Employees5
Clients--
DateJan 2005
Total AUM$424M
Discretionary$147M
Non-Disc.$277M
Employees5
Clients--
DateMay 2002
Total AUM$75M
Discretionary$50M
Non-Disc.$25M
Employees5
Clients--
DateJun 2001
Total AUM$55M
Discretionary$45M
Non-Disc.$10M
Employees5
Clients--