MILESTONE ASSET MANAGEMENT GROUP, LLC
Tel: 860-259-4800 302 West Main Street Suite 206 Avon, Connecticut 06001
About MILESTONE ASSET MANAGEMENT GROUP, LLC
MILESTONE ASSET MANAGEMENT GROUP, LLC is a Avon, Connecticut based financial advisory firm with nearly $222,581,415 in assets under management and provides investment advisory services for 623 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
282896
Firm SEC#:
801-128334
Assets Under Management:
$222,581,415
No. of Clients:
623
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors
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