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Building 2MILESTONE INVESTMENTS, INC.

Map pinCHARLOTTE, NC
Phone704-716-2749
NotebookSEC #801-123585
Total AUM
$277.3M
Employees
2
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10700 SIKES PLACE
SUITE 315
CHARLOTTE
NC 28277-0729
United States
Operating Hours
8:30AM -5:00PM
Monday - Friday
Phone
704-716-2749

ReceiptFinancials

Total AUM
$277.3M
Accounts
138
Discretionary
$0
Accounts
0
Non-Discretionary
$277.3M
Accounts
138

ContactClients

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Individual Clients
46
AUM
$12.4M
HNW Individual Clients
23
AUM
$32.4M
Pension/Profit Sharing Plan Clients
22
AUM
$232.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCSC

HandshakeAffiliates

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

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