MILESTONE ADVISORY PARTNERS, LLC
CRD #277120 SEC #801-106642 SOUTHERN PINES, NC 910-691-6100
SEC Registered
Total AUM
$286M
Discretionary
$274.1M
Employees
4
Clients
--
Accounts
573
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $263.2M | $253.7M | $9.5M | 4 | 0 |
| Nov 2022 | $286M | $274.1M | $12M | 4 | 0 |
| Feb 2022 | $286M | $274.1M | $12M | 4 | 0 |
| Feb 2021 | $249.8M | $238.1M | $11.8M | 4 | 0 |
| Nov 2020 | $245.2M | $234.2M | $11M | 4 | 0 |
| May 2020 | $245.2M | $234.2M | $11M | 4 | 0 |
| Mar 2020 | $245.2M | $234.2M | $11M | 4 | 0 |
| Mar 2019 | $204.4M | $192.1M | $12.3M | 4 | 0 |
| Mar 2019 | $214M | $201.1M | $12.9M | 4 | 0 |
| Dec 2018 | $214M | $201.1M | $12.9M | 4 | 0 |
| Jun 2018 | $214M | $201.1M | $12.9M | 4 | 0 |
| Mar 2018 | $214M | $201.1M | $12.9M | 4 | 0 |
| Dec 2017 | $214M | $201.1M | $12.9M | 4 | 0 |
| Feb 2017 | $208.7M | $188.3M | $20.4M | 4 | 198 |
| Feb 2016 | $192.2M | $177.3M | $14.9M | 4 | 163 |
| Feb 2016 | $192.2M | $177.3M | $14.9M | 4 | 163 |
| Dec 2015 | $174.9M | $174.9M | $0 | 4 | 0 |
| Oct 2015 | $0 | $0 | $0 | 4 | 0 |
| Sep 2015 | $0 | $0 | $0 | 4 | 0 |
| Sep 2015 | $0 | $0 | $0 | 1 | 0 |
| Sep 2015 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2023
Total AUM$263.2M
Discretionary$253.7M
Non-Disc.$9.5M
Employees4
Clients0
DateNov 2022
Total AUM$286M
Discretionary$274.1M
Non-Disc.$12M
Employees4
Clients0
DateFeb 2022
Total AUM$286M
Discretionary$274.1M
Non-Disc.$12M
Employees4
Clients0
DateFeb 2021
Total AUM$249.8M
Discretionary$238.1M
Non-Disc.$11.8M
Employees4
Clients0
DateNov 2020
Total AUM$245.2M
Discretionary$234.2M
Non-Disc.$11M
Employees4
Clients0
DateMay 2020
Total AUM$245.2M
Discretionary$234.2M
Non-Disc.$11M
Employees4
Clients0
DateMar 2020
Total AUM$245.2M
Discretionary$234.2M
Non-Disc.$11M
Employees4
Clients0
DateMar 2019
Total AUM$204.4M
Discretionary$192.1M
Non-Disc.$12.3M
Employees4
Clients0
DateMar 2019
Total AUM$214M
Discretionary$201.1M
Non-Disc.$12.9M
Employees4
Clients0
DateDec 2018
Total AUM$214M
Discretionary$201.1M
Non-Disc.$12.9M
Employees4
Clients0
DateJun 2018
Total AUM$214M
Discretionary$201.1M
Non-Disc.$12.9M
Employees4
Clients0
DateMar 2018
Total AUM$214M
Discretionary$201.1M
Non-Disc.$12.9M
Employees4
Clients0
DateDec 2017
Total AUM$214M
Discretionary$201.1M
Non-Disc.$12.9M
Employees4
Clients0
DateFeb 2017
Total AUM$208.7M
Discretionary$188.3M
Non-Disc.$20.4M
Employees4
Clients198
DateFeb 2016
Total AUM$192.2M
Discretionary$177.3M
Non-Disc.$14.9M
Employees4
Clients163
DateFeb 2016
Total AUM$192.2M
Discretionary$177.3M
Non-Disc.$14.9M
Employees4
Clients163
DateDec 2015
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0