MILESTONE ASSET MANAGEMENT GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$308,965,271
Discretionary
$299,365,271
Non-discretionary
$9,600,000
Firm details
- CRD number
- 282896
- SEC file number
- 801-128334
- Main office
- AVON, CT, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.