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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-19-2013
- Office Locations
- 1
Office Locations
About Fleetstar Financial
FleetStar Financial is a Boston-based registered investment advisor focused on retirement-oriented financial planning and ongoing guidance for individuals and families, including entrepreneurs and retirees. The firm builds flexible, goal-driven strategies spanning portfolio construction and insurance/estate planning needs, using an asset-allocation approach that may include mutual funds, index funds, and annuities. Led by President and CCO Luke G. Meekins; custody includes Charles Schwab.
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Owner & Executives
LUKE GARETH MEEKINS
Chief Compliance Officer, President
- CRD
- #2431398
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,064,059 | -- |
| Total | $1,064,059 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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