BETRO MILESZKO & COMPANY

RIASEC RegisteredEst. 2021
Total AUM
$145M
Discretionary
$143M
99% of AUM
Avg account
$454K
Accounts
319
Employees
2
Advisory reps
2

Firm details

Headquarters
FOXBORO, Massachusetts
CRD number
145184
Registered since
April 12, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI77.61%
  • Individuals20.94%
  • Pension & Profit Sharing Plans1.45%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Betro Mileszko & Company is a small, fee-based registered investment adviser structured as a limited liability company and owned by an individual. The firm concentrates on discretionary portfolio management for individuals, families and small businesses, with a client mix that also includes some institutional relationships. Equity exposure is the dominant allocation style, and the firm supplements public equity positions with third-party alternative investments and insurance products. Betro Mileszko & Company does not position itself as an active ESG investor and operates under a percentage-of-AUM fee model. The firm maintains professional ties to accounting and law practices to support tax, estate and compliance-related client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 10%, State & Local Bonds 5%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents10%
  • State & Local Bonds5%

Contacts

2 of 2
  • FELIX BETRO

    Managing PartnerCRD 5419788

  • JOHN MILESZKO

    Managing PartnerCRD 1632677

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

FOXBORO, MA

NORFOLK

Location

FOXBORO, MA

Headquartered in FOXBORO, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
NORFOLK
Address
30 Mechanic St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth