MILESTONE WEALTH - Financial Advisor in North Carolina, Greenville

Tel: 252-756-7005 500 Red Banks Road Suite D Greenville, North Carolina 27858

About MILESTONE WEALTH

MILESTONE WEALTH is a Greenville, North Carolina based financial advisory firm with nearly $198,440,788 in assets under management and provides investment advisory services for 646 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

292797

Firm SEC#:

801-117021

Assets Under Management:

$198,440,788

No. of Clients:

646

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (FINANCIAL CONSULTING; ASSET MONITORING FOR ASSETS MANAGED BY SUB-ADVISERS)

Fee Structure:

A percentage of AUM, Fixed fees, Other (PERCENTAGE OF ASSETS MANAGED BY SUB-ADVISERS)

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