| Name | Title | Ownership | Since |
|---|---|---|---|
| Angel Chow McClarey Control | Member/Chief Compliance Officer | 25-50% | 2017 |
| Daniel Peter Kauper Control | Member/Cheif Information Security Officer | 25-50% | 2017 |
| Robert Garland Armstrong Control | Member | 25-50% | 2013 |
Milestone Investment Advisors, LLC reports $824.2 million in regulatory assets under management on its Form ADV.
Milestone Investment Advisors, LLC reports 8 employees.
Milestone Investment Advisors, LLC is based in Middleton, WI and has been SEC-registered since 2013.
Milestone Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6702 Stonefield Road, Suite 201, Middleton, WI 53562 |
| Phone | 608-826-5730 |
| Fax | 608-826-5731 |
| Office hours | By Appt Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $746.1M |
| Non-discretionary | $78.1M |
| Total (RAUM) | $824.2M |