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MILESTONE WEALTH STRATEGIES
JAMES F SCOTT INVESTMENTS LLC DBA MILESTONE WEALTH STRATEGIES
CRD 162625
6860 N. DALLAS PARKWAY, SUITE 200, PLANO, TX, 75024, United States
Phone
972-378-5577
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.0M
Discretionary AUM
$7.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2024-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $5.5M |
| High net worth individuals | 3 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD