500 Red Banks Road
Suite D
Greenville, North Carolina 27858
Tel: 252-756-7005
MILESTONE WEALTH, formally registered with the SEC as MILESTONE WEALTH. The firm was established in 07/22/2019. They have over 1 offices throughout the country.
MILESTONE WEALTH is a Greenville, North Carolina based Financial Planning firm with nearly $198,440,788 assets under management, offering retirement planning & investment advisory services to 646 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 292797 |
SEC# | 801-117021 |
Assets Managed by Firm | $198,440,788 |
No. of Clients | 646 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 646 | $198,440,788 |
Individuals (other than high net worth individuals) | 148 | $52,998,287 |
High net worth individuals | 66 | $145,442,501 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$852,173,054,617 | 100603 | 1554 | |
$429,024,440,167 | 9416 | 1015 | |
$307,726,562,224 | 343 | 985 | |
$300,798,686,558 | 8078 | 513 | |
$137,561,001,775 | 6685 | 31 |
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