MILESTONE INVESTMENT ADVISORS, LLC
CRD #168429 SEC #801-78337 MIDDLETON, WI 608-826-5730
SEC Registered
Total AUM
$824.2M
Discretionary
$746.1M
Employees
8
Clients
101
Accounts
1,247
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $824.2M | $746.1M | $78.1M | 8 | 0 |
| Jun 2024 | $782.6M | $710.3M | $72.3M | 6 | 0 |
| May 2024 | $782.6M | $710.3M | $72.3M | 5 | 0 |
| Apr 2024 | $782.6M | $710.3M | $72.3M | 5 | 0 |
| Mar 2024 | $782.6M | $710.3M | $72.3M | 6 | 0 |
| Mar 2024 | $782.6M | $710.3M | $72.3M | 6 | 0 |
| Feb 2024 | $681.1M | $595.5M | $85.5M | 6 | 0 |
| Feb 2023 | $681.1M | $595.5M | $85.5M | 5 | 0 |
| Feb 2023 | $681.1M | $595.5M | $85.5M | 5 | 0 |
| Mar 2022 | $737.4M | $636.1M | $101.3M | 5 | 0 |
| Feb 2021 | $610.2M | $522.4M | $87.8M | 5 | 0 |
| Jun 2020 | $603.4M | $514.4M | $89.1M | 5 | 0 |
| Mar 2020 | $603.4M | $514.4M | $89.1M | 5 | 0 |
| Mar 2019 | $662.5M | $487.3M | $175.2M | 4 | 0 |
| Mar 2018 | $567.2M | $456.7M | $110.5M | 4 | 0 |
| May 2017 | $403M | $365M | $38M | 4 | 383 |
| Mar 2017 | $403M | $365M | $38M | 4 | 383 |
| Mar 2016 | $357M | $323M | $34M | 4 | 293 |
| Aug 2015 | $330.5M | $315M | $15.5M | 4 | 248 |
| Mar 2015 | $330.5M | $315M | $15.5M | 3 | 248 |
| Jan 2015 | $199.8M | $190M | $9.8M | 3 | 141 |
| Aug 2014 | $199.8M | $190M | $9.8M | 3 | 141 |
| Mar 2014 | $199.8M | $190M | $9.8M | 3 | 141 |
| Dec 2013 | $130M | $130M | $0 | 3 | 26 |
| Nov 2013 | $130M | $130M | $0 | 3 | 26 |
| Jul 2013 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$824.2M
Discretionary$746.1M
Non-Disc.$78.1M
Employees8
Clients0
DateJun 2024
Total AUM$782.6M
Discretionary$710.3M
Non-Disc.$72.3M
Employees6
Clients0
DateMay 2024
Total AUM$782.6M
Discretionary$710.3M
Non-Disc.$72.3M
Employees5
Clients0
DateApr 2024
Total AUM$782.6M
Discretionary$710.3M
Non-Disc.$72.3M
Employees5
Clients0
DateMar 2024
Total AUM$782.6M
Discretionary$710.3M
Non-Disc.$72.3M
Employees6
Clients0
DateMar 2024
Total AUM$782.6M
Discretionary$710.3M
Non-Disc.$72.3M
Employees6
Clients0
DateFeb 2024
Total AUM$681.1M
Discretionary$595.5M
Non-Disc.$85.5M
Employees6
Clients0
DateFeb 2023
Total AUM$681.1M
Discretionary$595.5M
Non-Disc.$85.5M
Employees5
Clients0
DateFeb 2023
Total AUM$681.1M
Discretionary$595.5M
Non-Disc.$85.5M
Employees5
Clients0
DateMar 2022
Total AUM$737.4M
Discretionary$636.1M
Non-Disc.$101.3M
Employees5
Clients0
DateFeb 2021
Total AUM$610.2M
Discretionary$522.4M
Non-Disc.$87.8M
Employees5
Clients0
DateJun 2020
Total AUM$603.4M
Discretionary$514.4M
Non-Disc.$89.1M
Employees5
Clients0
DateMar 2020
Total AUM$603.4M
Discretionary$514.4M
Non-Disc.$89.1M
Employees5
Clients0
DateMar 2019
Total AUM$662.5M
Discretionary$487.3M
Non-Disc.$175.2M
Employees4
Clients0
DateMar 2018
Total AUM$567.2M
Discretionary$456.7M
Non-Disc.$110.5M
Employees4
Clients0
DateMay 2017
Total AUM$403M
Discretionary$365M
Non-Disc.$38M
Employees4
Clients383
DateMar 2017
Total AUM$403M
Discretionary$365M
Non-Disc.$38M
Employees4
Clients383
DateMar 2016
Total AUM$357M
Discretionary$323M
Non-Disc.$34M
Employees4
Clients293
DateAug 2015
Total AUM$330.5M
Discretionary$315M
Non-Disc.$15.5M
Employees4
Clients248
DateMar 2015
Total AUM$330.5M
Discretionary$315M
Non-Disc.$15.5M
Employees3
Clients248
DateJan 2015
Total AUM$199.8M
Discretionary$190M
Non-Disc.$9.8M
Employees3
Clients141
DateAug 2014
Total AUM$199.8M
Discretionary$190M
Non-Disc.$9.8M
Employees3
Clients141
DateMar 2014
Total AUM$199.8M
Discretionary$190M
Non-Disc.$9.8M
Employees3
Clients141
DateDec 2013
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients26
DateNov 2013
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees3
Clients26
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0