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, owner-operated registered investment adviser that has been SEC-registered since 2013. The firm serves both individual and family clients as well as institutional accounts, and offers financial planning, portfolio management for individuals and small businesses, and consulting services for pension-related matters. Its pricing blends a percentage of assets under management with the option for hourly billing. The firm predominantly implements fund-based strategies rather than acting as a capital allocator or engaging in active ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 160Active vs passive
$508M in ETFs
78%
$397M
19%
$111M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $44M | 523,871 | 8.67% |
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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