$9.7M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Summit
- Established Date
- 01-11-2022
- Office Locations
- 1
Office Locations
140 Wood Road Suite 400e Braintree MA
About Dreamfield Planning Group, LLC
Dreamfield Planning Group is a founder-led, fiduciary RIA providing holistic financial planning and investment management for individuals and families, with a focus on those entering or in retirement. Planning integrates insurance/risk management, retirement, tax and estate considerations alongside portfolio construction and asset allocation, using vehicles such as mutual funds and ETFs. Custody is primarily at Charles Schwab.
Team overview
48 AVG AGE
$9.7M AVG AUM / ADVISOR
$277.9K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Premium access reveals conviction themes in catalyst glacier oak.
Unlock to see real insight on focus radial north.
Unlock to see real insight on catalyst meridian.
Unlock to see real insight on vertex catalyst.
Premium access reveals conviction themes in ridge timber.
Request access to benchmark trends tied to element ember.
Full visibility includes strategy notes for eagle vertex.
Open the full profile to inspect shifts in signal north.
Asset Classes
Atlas Frontier alpha Peak
Custodian
Foundation Capital radial
Investment Themes
Vertex insight Summit prime Momentum timber
Investment Vehicles
Optima
Platform
Quantum
Services
Vertex peak Insight crest Vector Legacy frontier Crest capital Eagle north Radial North Catalyst
Technology
Fusion horizon
Owner & Executives
MATTHEW RICHARD HODGES
Wealth Management Advisor
- CRD
- #6156305
- Ownership
- 75% or more
(821) 961-4081
eagle.catalyst@quantumcapital.com
in linkedin.com/in/focus-focus
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,726,109 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,726,109 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,726,109
Equity - Exchange:
32.8% Cash:
12.3% U.S. Government/Agency:
19.8% Public Funds:
8.5% Equity - OTC:
26.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,819,791,833 | 32.8% |
| Cash | $682,421,937 | 12.3% |
| U.S. Government/Agency | $1,098,532,875 | 19.8% |
| Public Funds | $471,592,396 | 8.5% |
| Equity - OTC | $1,475,806,792 | 26.6% |
| Total | $5,548,145,833 | 100.0% |