MILESTONE ASSET MANAGEMENT GROUP, LLC
Firm details
- Headquarters
- AVON, Connecticut
- CRD number
- 282896
- Registered since
- July 14, 2023
- Website
- milestoneamg.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.48%
- Individuals10.41%
- Pension & Profit Sharing Plans3.11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Milestone Asset Management Group, LLC is an independent registered investment adviser structured as an LLC and registered with the SEC in 2023. The firm is owned by an individual and serves primarily individual and family clients. It describes itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Milestone does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- US Government Bonds20%
- Exchange Traded Equities10%
- Non-Investment Grade Corp Bonds2%
Contacts
3 of 4MICHAEL MEZHERITSKIY
President & Financial PlannerCRD 4216984
ADAM KALENDER
Financial PlannerCRD 2953227
DANIELLE BARBATO
Financial PlannerCRD 6916743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$145M in ETFs
86%
$124M
11%
$20.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $7.8M | 13,573 | 5.42% |
Location
AVON, CT
HARTFORD
Location
AVON, CT
Headquartered in AVON, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- HARTFORD
- Address
- 302 W Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
SPIVAK ASSET MANAGEMENT, LLC
RIAAVON, CT
IRONWOOD CAPITAL ADVISORS LLC
RIAAVON, CT
CRIONNA WEALTH LLC
RIAAVON, CT
FORREST FINANCIAL PARTNERS LLC
RIAAVON, CT
TITTMANN & RUSCH, LLC
RIAAVON, CT
TELOS PARTNERS LLC
RIAAVON, CT