MILESTONE WEALTH STRATEGIES
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 162625
- Website
- www.milestonews.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals68.75%
- HNWI31.25%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Milestone Wealth Strategies operates as a limited liability company focused on providing portfolio management services primarily for individual and family clients. The firm emphasizes a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While it does not actively engage in ESG investing, it offers a range of investment options, including traditional asset classes and alternative investments.
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
- Exchange Traded Equities65%
- Cash & Cash Equivalents20%
- US Government Bonds5%
- Investment Grade Corp Bonds5%
- Non-Investment Grade Corp Bonds5%
Owners & executives
1 of 1JAMES SCOTT
President, CIOCRD 2221856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 6860 Dallas Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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