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MILESTONE INVESTMENT ADVISORS, LLC

Tel: 608-826-5730
6702 Stonefield Road
Suite 201
Middleton, Wisconsin  53562

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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

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

Firm CRD#:

168429

SEC#:

801-78337

No. of Clients:

1247

Assets under Management

$824,244,648

No. of Advisors:

8

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