MILESTONE ASSET MANAGEMENT, LLC

8160 Perry Highway
Pittsburgh, Pennsylvania 15237
Tel: 412-643-3058

About MILESTONE ASSET MANAGEMENT, LLC

MILESTONE ASSET MANAGEMENT, LLC, formally registered with the SEC as MILESTONE ASSET MANAGEMENT, LLC. The firm was established in 07/14/2021. They have over 5 offices throughout the country.

MILESTONE ASSET MANAGEMENT, LLC is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $445,758,992 assets under management, offering retirement planning & investment advisory services to 2750 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310441
SEC#	801-120519
Assets Managed by Firm	$445,758,992
No. of Clients	2750
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2750	$445,758,992
Individuals (other than high net worth individuals)	852	$210,670,549
High net worth individuals	230	$234,250,809
Charitable organizations	Fewer than 5 clients	$112,491
Corporations or other businesses	Fewer than 5 clients	$725,143

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