Be advised. This firm is no longer registered.

Fleetwood Asset Management Ltd.

Fleetwood Asset Management Ltd. (CRD# 132095) is a financial advisory firm headquartered in White Plains, NY. They manage $73,202,130 in 128 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
31 Mamaroneck Avenue, Suite 513, White Plains, NY 10601
http://www.fleetwoodasset.com
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $571,892
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, LA, NY, TX

Financial Advisors at Fleetwood Asset Management Ltd.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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