Overview
Assets Under Management: $103 million
Headquarters: BUFFALO, NY
High-Net-Worth Clients: 27
Average Client Assets: $2.3 million
Frequently Asked Questions
MILESTONE WEALTH, 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 #166717), MILESTONE WEALTH, LLC is subject to fiduciary duty under federal law.
MILESTONE WEALTH, LLC is headquartered in BUFFALO, NY.
MILESTONE WEALTH, LLC serves 27 high-net-worth clients according to their SEC filing dated March 06, 2024. View client details ↓
According to their SEC Form ADV, MILESTONE WEALTH, LLC offers portfolio management for individuals. View all service details ↓
MILESTONE WEALTH, LLC manages $103 million in client assets according to their SEC filing dated March 06, 2024.
According to their SEC Form ADV, MILESTONE WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.66%
Average Client Assets: $2.3 million
Total Client Accounts: 162
Discretionary Accounts: 162
Regulatory Filings
CRD Number: 166717
Filing ID: 1824888
Last Filing Date: 2024-03-06 12:56:00