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Milestone Asset Management Group, LLC

● SEC registered since 2023CRD 282896SEC# 801-128334Avon, CT
Export (members)
Reg. AUM
$222.6M
Employees
3
Accounts
623
Location
Avon, CT

Milestone Asset Management Group, LLC assets under management

Milestone Asset Management Group, LLC is an SEC-registered investment adviser based in Avon, CT. The firm has been registered since 2023. It reports $222.6 million in regulatory assets under management and employs 3 people.
www.facebook.com/milestoneamgView on SEC.gov ↗

Milestone Asset Management Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael V Mezheritskiy ControlManaging Member And CcoOver 75%2016

Frequently asked questions

How much does Milestone Asset Management Group, LLC manage?

Milestone Asset Management Group, LLC reports $222.6 million in regulatory assets under management on its Form ADV.

How many employees does Milestone Asset Management Group, LLC have?

Milestone Asset Management Group, LLC reports 3 employees.

Where is Milestone Asset Management Group, LLC located?

Milestone Asset Management Group, LLC is based in Avon, CT and has been SEC-registered since 2023.

Does Milestone Asset Management Group, LLC disclose fund performance?

Milestone Asset Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address302 West Main Street, Suite 206, Avon, CT 06001
Phone860-259-4800
Office hours8:30 a.m. - 5:00 p.m. Est
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$219.5M
Non-discretionary$3.1M
Total (RAUM)$222.6M