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MILESTONE INVESTMENTS, INC.
Tel: 704-716-2749
10700 Sikes Place Suite 315
Charlotte, North Carolina 28277-0729
MILESTONE INVESTMENTS, INC.
MILESTONE INVESTMENTS, INC. is a Charlotte, North Carolina based financial advisory firm with nearly $227,487,702 in assets under management and provides investment advisory services for 134 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Commission Based
Firm CRD#:
47090
SEC#:
801-123585
No. of Clients:
134
Assets under Management
$227,487,702
No. of Advisors:
2
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