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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Connecticut
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 11, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MEZHERITSKIY, MICHAEL, V | I | MANAGING MEMBER AND CCO | E | Control |
| MEZHERITSKIY, MICHAEL, V | I | MANAGING MEMBER AND CCO | E | Control |
| MEZHERITSKIY, MICHAEL, V | I | MANAGING MEMBER AND CCO | E | Control |
| MEZHERITSKIY, MICHAEL, V | I | MANAGING MEMBER AND CCO | E | Control |
| MEZHERITSKIY, MICHAEL, V | I | MANAGING MEMBER AND CCO | E | Control |
| MEZHERITSKIY, MICHAEL, V | I | MANAGING MEMBER AND CCO | E | Control |
Registrations
Federal
IA
Feb 11, 2025 REGISTERED
Notice Filings (2)
CT NY
Address
302 WEST MAIN STREETSUITE 206
AVON, CT 06001
United States
Phone: 860-259-4800