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Building 2MILESTONE WEALTH ADVISORS, INC.

Map pinGREENVILLE, DE
Phone302-351-1988
NotebookSEC #801-108449
Total AUM
$65.2M
Employees
3
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3701 KENNETT PIKE
SUITE 300
GREENVILLE
DE 19807
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
302-351-1988

ReceiptFinancials

Total AUM
$65.2M
Accounts
262
Discretionary
$65.2M
Accounts
262
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
73
AUM
$21.5M
HNW Individual Clients
34
AUM
$39.6M
Pension/Profit Sharing Plan Clients
7
AUM
$4.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
USE OF INDEPENDENT MANAGERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEMDNJPAVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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