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Building 2MILESTONE WEALTH, LLC

Map pinBUFFALO, NY
Phone716-626-2556
NotebookSEC #801-77692
Total AUM
$102.9M
Employees
1
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 FOUNTAIN PLAZA 13TH FLOOR
BUFFALO
NY 14202
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
716-626-2556

ReceiptFinancials

Total AUM
$102.9M
Accounts
162
Discretionary
$102.9M
Accounts
162
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
135
AUM
$40.5M
HNW Individual Clients
27
AUM
$62.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHNJNYPA

HandshakeAffiliates

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

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