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, SEC-registered registered investment adviser that began SEC registration in 2021 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator—sourcing and allocating capital to third‑party managers in addition to managing client portfolios directly. Service offerings listed in regulatory filings include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars/workshops. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly and fixed fees. Milestone does not identify 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
- Exchange Traded Equities50%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2WALTER WEST
Founder & CEOCRD 2167649
THOMAS HAYES
Founder and CEOCRD 2515869
Contacts
3 of 11Austin Catania
Investment Adviser RepresentativeCRD 7720770
James Masone
Financial StrategistCRD 7839161
RICHARD BAKER
Co-Founder and Financial CoachCRD 3239108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 166Active vs passive
$435M in ETFs
56%
$244M
40%
$192M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $37.2M | 370,039 | 8.56% |
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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