Overview
Assets Under Management: $824 million
Headquarters: MIDDLETON, WI
High-Net-Worth Clients: 205
Average Client Assets: $3 million
Frequently Asked Questions
MILESTONE INVESTMENT ADVISORS, 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 #168429), MILESTONE INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
MILESTONE INVESTMENT ADVISORS, LLC is headquartered in MIDDLETON, WI.
MILESTONE INVESTMENT ADVISORS, LLC serves 205 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, MILESTONE INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MILESTONE INVESTMENT ADVISORS, LLC manages $824 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, MILESTONE INVESTMENT ADVISORS, 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
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