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Home > Retirement Planners > massachusetts > foxboro > BETRO MILESZKO & COMPANY
BETRO MILESZKO & COMPANY
30 Mechanic Street
Foxboro, Massachusetts 02035
Tel: 508-698-4949
About BETRO MILESZKO & COMPANY
BETRO MILESZKO & COMPANY, formally registered with the SEC as BETRO MILESZKO & COMPANY. The firm was established in 04/12/2021. They have over 1 offices throughout the country.
BETRO MILESZKO & COMPANY is a Foxboro, Massachusetts based Financial Planning firm with nearly $131,840,236 assets under management, offering retirement planning & investment advisory services to 318 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145184 |
| SEC# | 801-120782 |
| Assets Managed by Firm | $131,840,236 |
| No. of Clients | 318 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 318 | $131,840,236 |
| Individuals (other than high net worth individuals) | 73 | $40,148,341 |
| High net worth individuals | 41 | $80,014,048 |
| Pension and profit sharing plans | 6 | $11,677,847 |
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|---|---|---|---|
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| $1,282,732,502,947 | 1559 | 2021 | |
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