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Building 2MILESTONE FINANCIAL PLANNING, LLC

Map pinBEDFORD, NH
Phone603-589-8010
NotebookSEC #801-107645
Total AUM
$590.3M
Employees
23
Clients
258

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 EXECUTIVE PARK DRIVE
SUITE 200
BEDFORD
NH 03110
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
603-589-8010
Other Offices
4

ReceiptFinancials

Total AUM
$590.3M
Accounts
1,223
Discretionary
$590.3M
Accounts
1,223
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
77
AUM
$48M
HNW Individual Clients
180
AUM
$540.2M
Charitable Organization Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMAMDMENCNHNYPARITXVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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