Milestone Group Ventures, LLC
Firm details
- Headquarters
- Buffalo, New York
- CRD number
- 323618
- Website
- milestoneseventh.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Milestone Group Ventures, LLC is organized as a limited liability company and is listed with minimal public disclosure. The firm is described as owned by a domestic entity and an individual and is classified as unclassified in the dataset. Available fields indicate a nonstandard fee designation ("Other"), and the record notes the firm is not an active ESG investor, not a multistate adviser, and not a newly formed adviser. No specific advisory activities, business lines, or client segments are provided in the source material.
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
Owners & executives
1 of 1
Amy Fogle
Chief Executive OfficerCRD 5543604
Contacts
1 of 1
Laura Fetto
DirectorCRD 7395307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Buffalo, NY
Erie
Location
Buffalo, NY
Headquartered in Buffalo, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- Erie
- Address
- 50 Fountain Plz
- Time zone
- ET (UTC-5)
- Office locations
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