MILESTONE INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- Middleton, Wisconsin
- CRD number
- 168429
- Registered since
- July 11, 2013
- Website
- milestoneia.com
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.89%
- Pension & Profit Sharing Plans9.26%
- Individuals8.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Milestone Investment Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2013. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation comes primarily from percentage-of-AUM fees supplemented by hourly charges. Milestone does not identify as an active ESG investor and is not a multi-state or related adviser; ownership is listed as individual.
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
- Public Funds/Mutual Funds93%
- Exchange Traded Equities4%
- US Government Bonds1%
- Cash & Cash Equivalents1%
- Other1%
Contacts
3 of 7Jonathan Wilson
Financial AdvisorCRD 6877847
David Solheim
Investment Advisor RepresentativeCRD 6604194
MICHAEL ARBET
Senior Portfolio ManagerCRD 1463240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 160Active vs passive
$451M in ETFs
79%
$355M
18%
$95.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $39.7M | 528,118 | 8.81% |
Location
Middleton, WI
DANE
Location
Middleton, WI
Headquartered in Middleton, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.
- Metro area
- Madison-Janesville-Beloit, WI
- Region
- Midwest
- County
- DANE
- Address
- 6702 Stonefield Rd
- Time zone
- CT (UTC-6)
- Office locations
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