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DREAMFIELD PLANNING GROUP, LLC
CRD 316550
140 WOOD ROAD, SUITE 400E, BRAINTREE, MA, 02184, United States
Phone
617-313-7545
Fax
617-313-3618
Registration
— (—)
Source
State registered
Total AUM
$9.7M
Discretionary AUM
$9.7M
Team
1 total employees; 1 advisory reps; 23 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.7M |
| High net worth individuals | 9 | $8.0M |
All web addresses on file
Official SEC filing: View on IAPD