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Building 2MILESTONE ASSET MANAGEMENT GROUP, LLC

Map pinAVON, CT
Phone860-259-4800
NotebookSEC #801-128334
Total AUM
$309M
Employees
3
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
302 WEST MAIN STREET
SUITE 206
AVON
CT 06001
United States
Operating Hours
8:30 AM - 5:00 PM EST
Monday - Friday
Phone
860-259-4800
Other Offices
2

ReceiptFinancials

Total AUM
$309M
Accounts
716
Discretionary
$299.4M
Accounts
710
Non-Discretionary
$9.6M
Accounts
6

ContactClients

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Individual Clients
90
AUM
$32.2M
HNW Individual Clients
124
AUM
$267.2M
Pension/Profit Sharing Plan Clients
1
AUM
$9.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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

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