MILESTONE ASSET MANAGEMENT GROUP, LLC - Financial Advisor in Connecticut, Avon

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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