Overview
Assets Under Management: $223 million
Headquarters: AVON, CT
High-Net-Worth Clients: 83
Average Client Assets: $2 million
Frequently Asked Questions
MILESTONE ASSET MANAGEMENT GROUP, 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 #282896), MILESTONE ASSET MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
MILESTONE ASSET MANAGEMENT GROUP, LLC is headquartered in AVON, CT.
MILESTONE ASSET MANAGEMENT GROUP, LLC serves 83 high-net-worth clients according to their SEC filing dated February 11, 2025. View client details ↓
According to their SEC Form ADV, MILESTONE ASSET MANAGEMENT GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MILESTONE ASSET MANAGEMENT GROUP, LLC manages $223 million in client assets according to their SEC filing dated February 11, 2025.
According to their SEC Form ADV, MILESTONE ASSET MANAGEMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 623
Discretionary Accounts: 621
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 282896
Last Filing Date: 2025-02-11 00:00:00
Website: https://milestoneamg.com