MILESTONE GROUP VENTURES, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
BUFFALO, New York
CRD number
323618
Fee structure
Other

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • AMY Fogle

    Chief Executive OfficerCRD 5543604

Contacts

1 of 1
  • Laura Fetto

    DirectorCRD 7395307

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth