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MILESTONE MONEY
MILESTONE MONEY, LLC
CRD 319203
2000 N RACINE AVE, SUITE 2180, CHICAGO, IL, 60614, United States
Phone
(312) 815-8335
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$56.0M
Discretionary AUM
$56.0M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $6.1M |
| High net worth individuals | 29 | $50.0M |
All web addresses on file
Official SEC filing: View on IAPD