Overview
Assets Under Management: $145 million
Headquarters: FOXBORO, MA
High-Net-Worth Clients: 45
Average Client Assets: $2.5 million
Frequently Asked Questions
BETRO MILESZKO & COMPANY is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145184), BETRO MILESZKO & COMPANY is subject to fiduciary duty under federal law.
BETRO MILESZKO & COMPANY is headquartered in FOXBORO, MA.
BETRO MILESZKO & COMPANY serves 45 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, BETRO MILESZKO & COMPANY offers portfolio management for individuals. View all service details ↓
BETRO MILESZKO & COMPANY manages $145 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, BETRO MILESZKO & COMPANY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.61%
Average Client Assets: $2.5 million
Total Client Accounts: 319
Discretionary Accounts: 316
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 145184
Filing ID: 2083967
Last Filing Date: 2026-03-26 16:36:52