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Home > Retirement Planners > wisconsin > middleton > MILESTONE INVESTMENT ADVISORS, LLC
MILESTONE INVESTMENT ADVISORS, LLC
6702 Stonefield Road
Suite 201
Middleton, Wisconsin 53562
Tel: 608-826-5730
About MILESTONE INVESTMENT ADVISORS, LLC
MILESTONE INVESTMENT ADVISORS, LLC, formally registered with the SEC as MILESTONE INVESTMENT ADVISORS, LLC. The firm was established in 07/11/2013. They have over 1 offices throughout the country.
MILESTONE INVESTMENT ADVISORS, LLC is a Middleton, Wisconsin based Financial Planning firm with nearly $824,244,648 assets under management, offering retirement planning & investment advisory services to 1247 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168429 |
| SEC# | 801-78337 |
| Assets Managed by Firm | $824,244,648 |
| No. of Clients | 1247 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1247 | $824,244,648 |
| Individuals (other than high net worth individuals) | 197 | $82,516,045 |
| High net worth individuals | 205 | $674,468,694 |
| Pension and profit sharing plans | 6 | $67,259,909 |
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