MILESTONE MONEY

RIASEC Registered
Total AUM
$56M
Discretionary
$56M
100% of AUM
Avg account
$371K
Accounts
151
Employees
2
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Exchange Traded Equities 4%, Cash & Cash Equivalents 4%, US Government Bonds 1%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%

Contacts

1 of 1
  • WILLIAM DIPPELL

    Managing MemberCRD 4527425

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth