FLEETSTAR FINANCIAL

FLEETSTAR FINANCIAL of BOSTON, MA is an SEC-registered investment adviser (CRD 168380). Regulatory assets under management: $1.1M.

Registration

• CRD: 168380
• Type: Registered investment adviser
• Location: ONE THOMPSON SQUARE, BOSTON, MA, 02129
• Phone: (617) 236-1700
• Latest filing: 2026-03-30
• Regulatory AUM: $1.1M
• Non-discretionary AUM: $1.1M
• Clients: 5
• Accounts: 8

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168380 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search