Overview
Assets Under Management: $223 million
Headquarters: AVON, CT
High-Net-Worth Clients: 83
Average Client Assets: $2 million
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