| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael David Ausherman Control | Managing Partner & Chief Compliance Officer | Under 5% | 2020 |
| Richard Todd Baker Control | Managing Partner | Under 5% | 2020 |
| The Michael D. Ausherman, Jr. Living Trust, Dated June 25, 2015 | Member | 25-50% | 2020 |
Milestone Asset Management, LLC reports $546.3 million in regulatory assets under management on its Form ADV.
Milestone Asset Management, LLC reports 11 employees.
Milestone Asset Management, LLC is based in Pittsburgh, PA and has been SEC-registered since 2021.
Milestone Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8160 Perry Highway, Pittsburgh, PA 15237 |
| Phone | 412-643-3058 |
| Office hours | 5-Sep |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1964722 |
| Discloses disciplinary history | No |
| Discretionary | $546.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $546.3M |