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MILESTONE PARTNERS
797 East Lancaster Ave, Suite 200
Villanova, Pennsylvania 19085
Tel: 610-526-2700
About MILESTONE PARTNERS
MILESTONE PARTNERS, formally registered with the SEC as MILESTONE PARTNERS. The firm was established in 03/30/2012. They have over 1 offices throughout the country.
MILESTONE PARTNERS is a Villanova, Pennsylvania based Financial Planning firm with nearly $402,742,870 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159904 |
| SEC# | 801-73644 |
| Assets Managed by Firm | $402,742,870 |
| No. of Clients | 16 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16 | $402,742,870 |
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