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, individual-owned registered investment adviser that began SEC registration in 2023. The firm positions itself as a capital allocator for individuals and families, combining financial planning, portfolio management for individuals and small businesses, and third-party manager selection. Its fee schedule includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Milestone does not present 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 4
Richard LoPresti
Financial PlannerCRD 4297910
Michael Mezheritskiy
President & Financial PlannerCRD 4216984
Adam Kalender
Financial PlannerCRD 2953227
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$179M in ETFs
86%
$153M
11%
$26M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $11.2M | 15,199 | 6.27% |
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
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