Overview
Assets Under Management: $104 million
Headquarters: MILLSTONE, NJ
High-Net-Worth Clients: 67
Average Client Assets: $0.8 million
Frequently Asked Questions
MILLSTONE FINANCIAL GROUP 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 #297882), MILLSTONE FINANCIAL GROUP is subject to fiduciary duty under federal law.
MILLSTONE FINANCIAL GROUP is headquartered in MILLSTONE, NJ.
MILLSTONE FINANCIAL GROUP serves 67 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, MILLSTONE FINANCIAL GROUP offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MILLSTONE FINANCIAL GROUP manages $104 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, MILLSTONE FINANCIAL GROUP 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: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.30%
Average Client Assets: $0.8 million
Total Client Accounts: 483
Discretionary Accounts: 466
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 297882
Filing ID: 2068158
Last Filing Date: 2026-03-09 12:59:12