MILESTONE MONEY
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 319203
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI89.19%
- Individuals10.81%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Milestone Money is an independent, individual-owned registered investment adviser operating as an LLC that focuses on serving individuals and families. The firm charges either a percentage of assets under management or fixed fees and offers financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Milestone Money acts as a capital allocator, directing client capital to external managers and pooled vehicles when appropriate. The firm is not positioned as an ESG specialist, and it does not present itself as a multi-state or pension consultant adviser.
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 Funds91%
- Exchange Traded Equities4%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
1 of 1WILLIAM DIPPELL
Managing MemberCRD 4527425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 2000 N Racine Ave
- Time zone
- CT (UTC-6)
- Office locations
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