Milestone Asset Management Group, LLC

RIASEC RegisteredEst. 2023
Total AUM
$309M
Discretionary
$299M
97% of AUM
Avg account
$432K
Accounts
716
Employees
7
Advisory reps
4

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

FINTRX

Overview

Milestone Asset Management Group, LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2023. The firm focuses on serving individual and family clients with financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It bills on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and positions itself as a capital allocator for client portfolios. The firm is not designated as an active ESG investor, and it does not list pension consulting or related-adviser services in its stated activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, US Government Bonds 20%, Exchange Traded Equities 10%, Non-Investment Grade Corp Bonds 2%68%
  • Public Funds/Mutual Funds68%
  • US Government Bonds20%
  • Exchange Traded Equities10%
  • Non-Investment Grade Corp Bonds2%

Contacts

3 of 4
  • Richard LoPresti

    Richard LoPresti

    Financial PlannerCRD 4297910

  • Michael Mezheritskiy

    Michael Mezheritskiy

    President & Financial PlannerCRD 4216984

  • Adam Kalender

    Adam Kalender

    Financial PlannerCRD 2953227

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 106

Active vs passive

$165M in ETFs

Passive

86%

$141M

Active

11%

$23.6M

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)InvescoPassiveLarge Growth$10.1M13,6906.11%
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Location

Primary office

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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