MILESTONE INVESTMENT ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$877,604,545
Discretionary
$796,355,953
Non-discretionary
$81,248,592
Firm details
- CRD number
- 168429
- SEC file number
- 801-78337
- Main office
- MIDDLETON, WI, United States
- Employees
- 7
- SEC status
- Approved
- Website
- http://milestoneia.com
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.