Overview
Assets Under Management: $65 million
Headquarters: GREENVILLE, DE
High-Net-Worth Clients: 34
Average Client Assets: $1.2 million
Frequently Asked Questions
MILESTONE WEALTH ADVISORS, INC. 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 #149667), MILESTONE WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
MILESTONE WEALTH ADVISORS, INC. is headquartered in GREENVILLE, DE.
MILESTONE WEALTH ADVISORS, INC. serves 34 high-net-worth clients according to their SEC filing dated August 22, 2018. View client details ↓
According to their SEC Form ADV, MILESTONE WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MILESTONE WEALTH ADVISORS, INC. manages $65 million in client assets according to their SEC filing dated August 22, 2018.
According to their SEC Form ADV, MILESTONE WEALTH ADVISORS, INC. 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
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.72%
Average Client Assets: $1.2 million
Total Client Accounts: 262
Discretionary Accounts: 262
Regulatory Filings
CRD Number: 149667
Filing ID: 1236120
Last Filing Date: 2018-08-22 10:59:00