MILESTONE ASSET MANAGEMENT, LLC
CRD #310441 SEC #801-120519 PITTSBURGH, PA 412-643-3058
SEC Registered
Total AUM
$546.3M
Discretionary
$546.3M
Employees
11
Clients
10
Accounts
2,892
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $546.3M | $546.3M | $0 | 11 | 8 |
| Mar 2025 | $546.3M | $546.3M | $0 | 11 | 8 |
| Mar 2025 | $546.3M | $546.3M | $0 | 11 | 8 |
| Oct 2024 | $445.8M | $445.8M | $0 | 9 | 11 |
| Jun 2024 | $445.8M | $445.8M | $0 | 9 | 11 |
| Mar 2024 | $445.8M | $445.8M | $0 | 9 | 11 |
| Jan 2024 | $384.4M | $384.4M | $0 | 7 | 0 |
| Dec 2023 | $384.4M | $384.4M | $0 | 7 | 0 |
| Apr 2023 | $384.4M | $384.4M | $0 | 7 | 0 |
| Apr 2023 | $384.4M | $384.4M | $0 | 7 | 0 |
| Mar 2023 | $384.4M | $384.4M | $0 | 7 | 0 |
| Mar 2023 | $384.4M | $384.4M | $0 | 7 | 0 |
| Dec 2022 | $398.5M | $398.5M | $0 | 15 | 875 |
| Nov 2022 | $398.5M | $398.5M | $0 | 15 | 875 |
| Oct 2022 | $398.5M | $398.5M | $0 | 15 | 875 |
| Sep 2022 | $398.5M | $398.5M | $0 | 15 | 875 |
| Mar 2022 | $398.5M | $398.5M | $0 | 15 | 875 |
| Jul 2021 | $255.4M | $255.4M | $0 | 15 | 881 |
| Feb 2021 | $2.8M | $2.8M | $0 | 19 | 13 |
| Feb 2021 | $2.8M | $2.8M | $0 | 19 | 13 |
| Jan 2021 | $0 | $0 | $0 | 19 | 0 |
| Sep 2020 | $0 | $0 | $0 | 19 | 0 |
| Sep 2020 | $0 | $0 | $0 | 19 | 0 |
DateMay 2025
Total AUM$546.3M
Discretionary$546.3M
Non-Disc.$0
Employees11
Clients8
DateMar 2025
Total AUM$546.3M
Discretionary$546.3M
Non-Disc.$0
Employees11
Clients8
DateMar 2025
Total AUM$546.3M
Discretionary$546.3M
Non-Disc.$0
Employees11
Clients8
DateOct 2024
Total AUM$445.8M
Discretionary$445.8M
Non-Disc.$0
Employees9
Clients11
DateJun 2024
Total AUM$445.8M
Discretionary$445.8M
Non-Disc.$0
Employees9
Clients11
DateMar 2024
Total AUM$445.8M
Discretionary$445.8M
Non-Disc.$0
Employees9
Clients11
DateJan 2024
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees7
Clients0
DateDec 2022
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees15
Clients875
DateNov 2022
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees15
Clients875
DateOct 2022
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees15
Clients875
DateSep 2022
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees15
Clients875
DateMar 2022
Total AUM$398.5M
Discretionary$398.5M
Non-Disc.$0
Employees15
Clients875
DateJul 2021
Total AUM$255.4M
Discretionary$255.4M
Non-Disc.$0
Employees15
Clients881
DateFeb 2021
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees19
Clients13
DateFeb 2021
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees19
Clients13
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees19
Clients0