Overview
Assets Under Management: $73 million
Headquarters: WHITE PLAINS, NY
High-Net-Worth Clients: 23
Average Client Assets: $3.0 million
Frequently Asked Questions
FLEETWOOD ASSET MANAGEMENT LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132095), FLEETWOOD ASSET MANAGEMENT LTD. is subject to fiduciary duty under federal law.
FLEETWOOD ASSET MANAGEMENT LTD. is headquartered in WHITE PLAINS, NY.
FLEETWOOD ASSET MANAGEMENT LTD. serves 23 high-net-worth clients according to their SEC filing dated May 13, 2023. View client details ↓
According to their SEC Form ADV, FLEETWOOD ASSET MANAGEMENT LTD. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FLEETWOOD ASSET MANAGEMENT LTD. manages $73 million in client assets according to their SEC filing dated May 13, 2023.
According to their SEC Form ADV, FLEETWOOD ASSET MANAGEMENT LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.42%
Average Client Assets: $3.0 million
Total Client Accounts: 128
Discretionary Accounts: 128
Regulatory Filings
CRD Number: 132095
Filing ID: 1762249
Last Filing Date: 2023-05-13 11:37:00