Overview
Assets Under Management: $546 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 922
Average Client Assets: $243,295
Frequently Asked Questions
MILESTONE ASSET MANAGEMENT, 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 #310441), MILESTONE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MILESTONE ASSET MANAGEMENT, LLC is headquartered in PITTSBURGH, PA.
MILESTONE ASSET MANAGEMENT, LLC serves 922 high-net-worth clients according to their SEC filing dated May 27, 2025. View client details ↓
According to their SEC Form ADV, MILESTONE ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MILESTONE ASSET MANAGEMENT, LLC manages $546 million in client assets according to their SEC filing dated May 27, 2025.
According to their SEC Form ADV, MILESTONE ASSET MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 922
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.06
Average High-Net-Worth Client Assets: $243,295
Total Client Accounts: 2,892
Discretionary Accounts: 2,892
Regulatory Filings
CRD Number: 310441
Filing ID: 1991773
Last Filing Date: 2025-05-27 13:41:00
Website: https://legacycapitalplanners.com