MILESTONE INVESTMENT ADVISORS, LLC
Tel: 608-826-5730 6702 Stonefield Road Suite 201 Middleton, Wisconsin 53562
About MILESTONE INVESTMENT ADVISORS, LLC
MILESTONE INVESTMENT ADVISORS, LLC is a Middleton, Wisconsin based financial advisory firm with nearly $824,244,648 in assets under management and provides investment advisory services for 1247 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
168429
Firm SEC#:
801-78337
Assets Under Management:
$824,244,648
No. of Clients:
1247
No. of Advisors:
8
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges
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