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Building 2FLEET INVESTMENT ADVISORS INC.

Map pinBOSTON, MA
Phone617-341-2200
NotebookSEC #801-20312
Total AUM
$108.2B
Employees
376
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 FEDERAL STREET, 21ST FL
BOSTON
MA 02110
USA
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
617-341-2200

ReceiptFinancials

Total AUM
$108.2B
Accounts
54,007
Discretionary
$34.8B
Accounts
208
Non-Discretionary
$73.4B
Accounts
53,799

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-Desist
State Registrations
AKALARAZCACTDEFLGAHIIAIDILINKSKYLAMDMEMIMNMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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