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MILESTONE WEALTH
GREENVILLE, NC
252-756-7005
SEC #801-117021Total AUM
$221.5M
Employees
5Clients
235Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
500 RED BANKS ROAD
SUITE D
GREENVILLE
NC 27858
United States
SUITE D
GREENVILLE
NC 27858
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
252-756-7005
Financials
Total AUM
$221.5M
Accounts
689Discretionary
$217.4M
Accounts
621Non-Discretionary
$4.1M
Accounts
68
Clients
Individual Clients
159AUM
$65.3M
HNW Individual Clients
67AUM
$153.2M
Pension/Profit Sharing Plan Clients
2AUM
$0
Charitable Organization Clients
2AUM
$2.9M
Other Clients
5AUM
$0
Description of Other Clients
SIMPLE IRA PLANS
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING; ASSET MONITORING FOR ASSETS MANAGED BY SUB-ADVISERS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS MANAGED BY SUB-ADVISERS
Compliance
Disclosures
None reported
State Registrations
ILNCTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.