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MILLSTONE FINANCIAL GROUP

MILLSTONE FINANCIAL GROUP LIMITED LIABILITY COMPANY

CRD 297882 · SEC 801-135605

Visit website

902 CARNEGIE CENTER BLVD, SUITE 130, PRINCETON, NJ, 08540, United States

Phone

732-385-8544

Fax

866-271-8617

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$104.4M

Discretionary AUM

$101.5M

Team

9 total employees; 6 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsFINANCIAL CONSULTING

Client types

TypeClientsAUM
Individuals230$50.9M
High net worth individuals67$53.6M

States served

NJ, NY, NC, PA, SC, NH, FL

All web addresses on file

Official SEC filing: View on IAPD