THE MILESTONE REAL ESTATE GROUP, LP

8333 Douglas Avenue
Suite 1600
Dallas, Texas 75225
Tel: 214-442-8150

About THE MILESTONE REAL ESTATE GROUP, LP

THE MILESTONE REAL ESTATE GROUP, LP, formally registered with the SEC as THE MILESTONE REAL ESTATE GROUP, LP. The firm was established in 07/20/2012. They have over 2 offices throughout the country.

THE MILESTONE REAL ESTATE GROUP, LP is a Dallas, Texas based Financial Planning firm with nearly $2,074,726,188 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161957
SEC#	801-75957
Assets Managed by Firm	$2,074,726,188
No. of Clients	2
No. of Advisors	20

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	2	$2,074,726,188

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