Overview
Assets Under Management: $214 million
Headquarters: SOUTHERN PINES, NC
High-Net-Worth Clients: 67
Average Client Assets: $2.4 million
Frequently Asked Questions
MILESTONE ADVISORY PARTNERS, LLC 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 #277120), MILESTONE ADVISORY PARTNERS, LLC is subject to fiduciary duty under federal law.
MILESTONE ADVISORY PARTNERS, LLC is headquartered in SOUTHERN PINES, NC.
MILESTONE ADVISORY PARTNERS, LLC serves 67 high-net-worth clients according to their SEC filing dated December 03, 2018. View client details ↓
According to their SEC Form ADV, MILESTONE ADVISORY PARTNERS, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
MILESTONE ADVISORY PARTNERS, LLC manages $214 million in client assets according to their SEC filing dated December 03, 2018.
According to their SEC Form ADV, MILESTONE ADVISORY PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.79%
Average Client Assets: $2.4 million
Total Client Accounts: 628
Discretionary Accounts: 590
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 277120
Filing ID: 1255667
Last Filing Date: 2018-12-03 18:12:00