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Building 2MILESTONE INVESTMENT ADVISORS, LLC

Map pinMIDDLETON, WI
Phone608-826-5730
NotebookSEC #801-78337
Total AUM
$877.6M
Employees
7
Clients
414

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6702 STONEFIELD ROAD
SUITE 201
MIDDLETON
WI 53562
United States
Operating Hours
BY APPT ONLY
Monday - Friday
Phone
608-826-5730

ReceiptFinancials

Total AUM
$877.6M
Accounts
1,264
Discretionary
$796.4M
Accounts
1,258
Non-Discretionary
$81.2M
Accounts
6

ContactClients

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Individual Clients
190
AUM
$77.7M
HNW Individual Clients
218
AUM
$718.7M
Pension/Profit Sharing Plan Clients
6
AUM
$81.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMNNCNYPATXWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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