Overview
Assets Under Management: $824 million
Headquarters: MIDDLETON, WI
High-Net-Worth Clients: 205
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 205
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.83
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,247
Discretionary Accounts: 1,236
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 168429
Last Filing Date: 2025-02-04 00:00:00
Website: https://milestoneia.com