Milestone Asset Management, LLC
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 310441
- Registered since
- July 14, 2021
- Website
- milestoneassetmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals61.56%
- HNWI38.15%
- Corporations / Businesses0.24%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Milestone Asset Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm identifies as a capital allocator and serves both individuals/families and institutional clients. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Milestone provides financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational seminars/workshops. It is not an active ESG investor and is not registered as a multi-state adviser.
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
- Exchange Traded Equities50%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2
Walter West
Founder & CEOCRD 2167649
Thomas Hayes
Founder and CEOCRD 2515869
Contacts
3 of 10
Austin Catania
Investment Adviser RepresentativeCRD 7720770
Richard Baker
Co-Founder and Financial CoachCRD 3239108
Alan Pershing
Financial StrategistCRD 5942850
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 171Active vs passive
$508M in ETFs
57%
$287M
36%
$221M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $38M | 1,040,780 | 7.48% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 8160 Perry Hwy
- Time zone
- ET (UTC-5)
- Office locations
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