MILESTONE ASSET MANAGEMENT GROUP, LLC
CRD #282896 SEC #801-128334 AVON, CT 860-259-4800
SEC Registered
Total AUM
$222.6M
Discretionary
$219.5M
Employees
3
Clients
10
Accounts
623
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $222.6M | $219.5M | $3.1M | 3 | 3 |
| Aug 2024 | $157.8M | $155.2M | $2.6M | 3 | 4 |
| Feb 2024 | $157.8M | $155.2M | $2.6M | 3 | 4 |
| Jul 2023 | $114M | $111.8M | $2.2M | 3 | 10 |
| Jun 2023 | $114M | $111.8M | $2.2M | 3 | 10 |
DateFeb 2025
Total AUM$222.6M
Discretionary$219.5M
Non-Disc.$3.1M
Employees3
Clients3
DateAug 2024
Total AUM$157.8M
Discretionary$155.2M
Non-Disc.$2.6M
Employees3
Clients4
DateFeb 2024
Total AUM$157.8M
Discretionary$155.2M
Non-Disc.$2.6M
Employees3
Clients4
DateJul 2023
Total AUM$114M
Discretionary$111.8M
Non-Disc.$2.2M
Employees3
Clients10
DateJun 2023
Total AUM$114M
Discretionary$111.8M
Non-Disc.$2.2M
Employees3
Clients10