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 organized as an LLC and SEC-registered in 2023. The firm is owner-operated and positions itself as a capital allocator for individual and family clients. Its advisory scope consists of financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee engagements. Milestone is not flagged as an active ESG investor and is not listed as a multistate adviser in the source data.
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
Michael 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 106Active vs passive
$165M in ETFs
86%
$141M
11%
$23.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $10.1M | 13,690 | 6.11% |
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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