BETRO MILESZKO & COMPANY
Firm details
- Headquarters
- FOXBORO, Massachusetts
- CRD number
- 145184
- Registered since
- April 12, 2021
- Website
- betromileszko.com
- 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
FINTRXOverview
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
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 Equities85%
- Cash & Cash Equivalents10%
- State & Local Bonds5%
Contacts
2 of 2FELIX BETRO
Managing PartnerCRD 5419788
JOHN MILESZKO
Managing PartnerCRD 1632677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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