MILESTONE INVESTMENTS, INC.

10700 Sikes Place
Suite 315
Charlotte, North Carolina 28277-0729
Tel: 704-716-2749

About MILESTONE INVESTMENTS, INC.

MILESTONE INVESTMENTS, INC, formally registered with the SEC as MILESTONE INVESTMENTS, INC. The firm was established in 04/04/2022. They have over 1 offices throughout the country.

MILESTONE INVESTMENTS, INC. is a Charlotte, North Carolina based Financial Planning firm with nearly $227,487,702 assets under management, offering retirement planning & investment advisory services to 134 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	47090
SEC#	801-123585
Assets Managed by Firm	$227,487,702
No. of Clients	134
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Commission Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	134	$227,487,702
Individuals (other than high net worth individuals)	48	$12,955,078
High net worth individuals	20	$26,771,517
Pension and profit sharing plans	20	$187,761,107

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