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 investment adviser (registration effective 2021) organized as a limited liability company. The firm serves both individual and family clients as well as institutional mandates and positions itself as a capital allocator that selects third-party managers in addition to providing direct portfolio management and financial planning. Its advisory services include portfolio management for individuals and small businesses, financial planning, pension consulting, selection of other advisers, and educational workshops. Fee arrangements range across percentage-of-assets, hourly, and fixed-fee structures. The firm does not describe itself 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 2
Walter West
Founder & CEOCRD 2167649
Thomas Hayes
Founder and CEOCRD 2515869
Contacts
3 of 9
Michael Ausherman
Co-Founder and Financial CoachCRD 4324390
Richard Baker
Co-Founder and Financial CoachCRD 3239108
Patrick Reinheimer
Investment Advisor RepresentativeCRD 7123398
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 161Active vs passive
$445M in ETFs
50%
$223M
40%
$223M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FT VEST LADDERED BUFFER ETF (BUFR) | Active | Options Trading | $39.5M | 1,054,646 | 8.87% |
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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