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MILESTONE WEALTH
Tel: 252-756-7005
500 Red Banks Road Suite D
Greenville, North Carolina 27858
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
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-ADVISER
Firm CRD#:
292797
SEC#:
801-117021
No. of Clients:
646
Assets under Management
$198,440,788
No. of Advisors:
4
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