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Building 2MILESTONE ASSET MANAGEMENT, LLC

Map pinPITTSBURGH, PA
Phone412-643-3058
NotebookSEC #801-120519
Total AUM
$690.7M
Employees
13
Clients
1,359

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8160 PERRY HIGHWAY
PITTSBURGH
PA 15237
United States
Operating Hours
9-5
Monday - Friday
Phone
412-643-3058
Other Offices
5

ReceiptFinancials

Total AUM
$690.7M
Accounts
3,229
Discretionary
$690.7M
Accounts
3,229
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
335
AUM
$425.2M
HNW Individual Clients
1,012
AUM
$263.5M
Charitable Organization Clients
2
AUM
$275.9K
Corporation or Business Clients
10
AUM
$1.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLINKYMDMINCNHNYOHPASCTNTXVAWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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