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MILESTONE ASSET MANAGEMENT GROUP, LLC

Tel: 860-259-4800
302 West Main Street
Suite 206
Avon, Connecticut  06001

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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

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

Firm CRD#:

282896

SEC#:

801-128334

No. of Clients:

623

Assets under Management

$222,581,415

No. of Advisors:

3

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