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Building 2FLEETWOOD ASSET MANAGEMENT LTD.

Map pinWHITE PLAINS, NY
Phone914-468-1002
NotebookSEC #801-67851
Total AUM
$73.2M
Employees
1
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31 MAMARONECK AVENUE
SUITE 513
WHITE PLAINS
NY 10601
United States
Operating Hours
10:00 - 6:00
TUESDAY-THURSDAY
Phone
914-468-1002

ReceiptFinancials

Total AUM
$73.2M
Accounts
128
Discretionary
$73.2M
Accounts
128
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$4.8M
HNW Individual Clients
23
AUM
$68.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTLANYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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