Fleet Capital Management, LLC

Fleet Capital Management, LLC (CRD# 138836) is a financial advisory firm headquartered in , . They manage $17,356,000 in 72 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $241,056
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, WA

Financial Advisors at Fleet Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bruce L. Fleet
CRD#: 1529233
Port Townsend, WA
63
Wealthminder
score

Bruce Fleet (CRD# 1529233) is an Investment Advisor Representative working at Fleet Capital Management, LLC in Port Townsend, WA and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.