CRD: 126510
Fieldstone Money Management, Inc.
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2018
- Office Locations
- 2
Office Locations
About Fieldstone Money Management, Inc.
Fieldstone Money Management is a retail RIA providing goal-based portfolio construction and ongoing asset management, aligning allocations to each client’s risk tolerance and time horizon through a defined 5-step program. Portfolios are implemented primarily with diversified ETF and index-oriented fund exposures. Custody relationships include Charles Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
RONALD L. DEGASPERIS
President
- CRD
- #4674861
- Ownership
- 50% but less than 75%
JOSEPH T. GALLO
Chief Compliance Officer, Investment Advisor, VICE PRESIDENT
- CRD
- #4674847
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,700,316 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,700,316 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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