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MILESTONE ASSET MANAGEMENT, LLC
CRD 310441 · SEC 801-120519
8160 PERRY HIGHWAY, PITTSBURGH, PA, 15237, United States
Phone
412-643-3058
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$690.7M
Discretionary AUM
$690.7M
Team
13 total employees; 13 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 335 | $425.2M |
| High net worth individuals | 1012 | $263.5M |
| Charitable organizations | 2 | $276K |
| Corporations/business entities | 10 | $1.7M |
States served
CA, DE, DC, IN, KY, MD, MI, NY, NC, OH, PA, SC, TN, VA, WV, TX, NH, FL
All web addresses on file
- https://www.youtube.com/@LegacyCapitalPlanner
- https://www.linkedin.com/company/west-advisory-group/
- https://www.facebook.com/westadvisorygroupus/
- https://www.linkedin.com/in/t-brian-hayes
- https://www.youtube.com/@westadvisorygroup
- https://twitter.com/westadvisorygrp
- https://www.pinterest.com/westadvisorygroup/
- https://www.facebook.com/profile.php?id=61563428243618
- https://www.legacycapitalplanners.com/
- https://www.westadvisorygroup.com/
- https://hayesadvisorygroup.com/
- http://www.MilestoneAM.com
- http://www.MilestoneAssetManagement.com
- https://twitter.com/Legacy_Capital
- https://www.facebook.com/Legacy-Capital-Planners-LLC-1382364111980901/
- https://www.facebook.com/TheRetirementMoneyMattersShow
Official SEC filing: View on IAPD