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Milestone Financial Planning, LLC

● SEC registered since 2016CRD 283439SEC# 801-107645Bedford, NH
Export (members)
Reg. AUM
$486.7M
Employees
20
Accounts
1,035
Location
Bedford, NH

Milestone Financial Planning, LLC assets under management

Milestone Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Bedford, NH. The firm has been registered since 2016. It reports $486.7 million in regulatory assets under management and employs 20 people.
twitter.com/milestonefpView on SEC.gov ↗

Milestone Financial Planning, LLC owners & executives

8 reported
NameTitleOwnershipSince
Granite Fields Revocable Trust ControlMember25-50%2024
Jennifer L Climo Continuing Trust ControlMember25-50%2024
Jennifer Lise Climo ControlManager, Chief Executive Officer And Chief Compliance OfficerUnder 5%2016
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Frequently asked questions

How much does Milestone Financial Planning, LLC manage?

Milestone Financial Planning, LLC reports $486.7 million in regulatory assets under management on its Form ADV.

How many employees does Milestone Financial Planning, LLC have?

Milestone Financial Planning, LLC reports 20 employees.

Where is Milestone Financial Planning, LLC located?

Milestone Financial Planning, LLC is based in Bedford, NH and has been SEC-registered since 2016.

Does Milestone Financial Planning, LLC disclose fund performance?

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

Contact & registration

Address3 Executive Park Drive, Suite 200, Bedford, NH 03110
Phone603-589-8010
Fax603-696-3705
Office hours8:00a.m. - 4:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$486.7M
Non-discretionary$0
Total (RAUM)$486.7M