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MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429 · SEC 801-78337
6702 STONEFIELD ROAD, SUITE 201, MIDDLETON, WI, 53562, United States
Phone
608-826-5730
Fax
608-826-5731
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$877.6M
Discretionary AUM
$796.4M
Team
7 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $77.7M |
| High net worth individuals | 218 | $718.7M |
| Pension/profit sharing plans | 6 | $81.2M |
States served
CA, CO, IL, MN, NY, NC, PA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD