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Home > Retirement Planners > connecticut > avon > MILESTONE ASSET MANAGEMENT GROUP, LLC
MILESTONE ASSET MANAGEMENT GROUP, LLC
302 West Main Street
Suite 206
Avon, Connecticut 06001
Tel: 860-259-4800
About MILESTONE ASSET MANAGEMENT GROUP, LLC
MILESTONE ASSET MANAGEMENT GROUP, LLC, formally registered with the SEC as MILESTONE ASSET MANAGEMENT GROUP, LLC. The firm was established in 07/14/2023. They have over 3 offices throughout the country.
MILESTONE ASSET MANAGEMENT GROUP, LLC is a Avon, Connecticut based Financial Planning firm with nearly $222,581,415 assets under management, offering retirement planning & investment advisory services to 623 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282896 |
| SEC# | 801-128334 |
| Assets Managed by Firm | $222,581,415 |
| No. of Clients | 623 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 623 | $222,581,415 |
| Individuals (other than high net worth individuals) | 104 | $36,891,111 |
| High net worth individuals | 83 | $182,628,889 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,061,415 |
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