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Milestone Investments, Inc.

● SEC registered since 2022CRD 47090SEC# 801-123585Charlotte, NC
Export (members)
Reg. AUM
$227.5M
Employees
2
Accounts
134
Location
Charlotte, NC

Milestone Investments, Inc. assets under management

Milestone Investments, Inc. operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2022. It reports $227.5 million in regulatory assets under management and employs 2 people.
www.milestoneinvestmentsinc.comView on SEC.gov ↗

Milestone Investments, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Fredrick William Fisher ControlCeo, Cco, Cfo, Finop50-75%2016
Richard Woodrow Jr Addis ControlChief Operating Officer, Aml Officer, Technology Officer50-75%2016

Frequently asked questions

How much does Milestone Investments, Inc. manage?

Milestone Investments, Inc. reports $227.5 million in regulatory assets under management on its Form ADV.

How many employees does Milestone Investments, Inc. have?

Milestone Investments, Inc. reports 2 employees.

Where is Milestone Investments, Inc. located?

Milestone Investments, Inc. is based in Charlotte, NC and has been SEC-registered since 2022.

Does Milestone Investments, Inc. disclose fund performance?

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

Contact & registration

Address10700 Sikes Place, Suite 315, Charlotte, NC 28277-0729
Phone704-716-2749
Fax704-716-2748
Office hours8:30a.m. -5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$227.5M
Total (RAUM)$227.5M