Milestone Consultants, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 286406
- Website
- www.mstnconsultants.com
- Custodians
- NATIONWIDE SECURITIES, LLC, NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Pension & Profit Sharing Plans88.41%
- Individuals11.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Milestone Consultants, Inc. is an independent, individual-owned registered investment adviser operating under New York state registration. The firm focuses on wealth-management services for individuals and families, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. Its advisor model combines discretionary portfolio management with consultative work billed as a percentage of assets under management and on an hourly basis. Milestone identifies itself as a capital allocator, which shapes how it sources and places client capital with external managers.
Assets & Accounts
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 Funds88%
- Other12%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations