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MILESTONE INVESTMENTS, INC.
CRD 47090 · SEC 801-123585
10700 SIKES PLACE, SUITE 315, CHARLOTTE, NC, 28277-0729, United States
Phone
704-716-2749
Fax
704-716-2748
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$277.3M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $12.4M |
| High net worth individuals | 23 | $32.4M |
| Pension/profit sharing plans | 22 | $232.5M |
States served
NC, SC, FL
All web addresses on file
Official SEC filing: View on IAPD