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MILESTONE ASSET MANAGEMENT GROUP, LLC

CRD 282896 · SEC 801-128334

Visit website

302 WEST MAIN STREET, SUITE 206, AVON, CT, 06001, United States

Phone

860-259-4800

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$309.0M

Discretionary AUM

$299.4M

Team

3 total employees; 3 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals90$32.2M
High net worth individuals124$267.2M

States served

NY, CT

All web addresses on file

Official SEC filing: View on IAPD