MILESTONE INVESTMENTS, INC.
CRD #47090 SEC #801-123585 CHARLOTTE, NC 704-716-2749
SEC Registered Broker-Dealer
Total AUM
$227.5M
Discretionary
$0
Employees
2
Clients
--
Accounts
134
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $227.5M | $0 | $227.5M | 2 | 0 |
| Jan 2024 | $201M | $0 | $201M | 2 | 0 |
| Apr 2023 | $170.8M | $170.8M | $0 | 3 | 0 |
| Apr 2022 | $118M | $0 | $118M | 3 | 0 |
| Mar 2022 | $109.3M | $0 | $109.3M | 3 | 0 |
| Mar 2022 | $109.3M | $0 | $109.3M | 3 | 0 |
DateFeb 2025
Total AUM$227.5M
Discretionary$0
Non-Disc.$227.5M
Employees2
Clients0
DateJan 2024
Total AUM$201M
Discretionary$0
Non-Disc.$201M
Employees2
Clients0
DateApr 2023
Total AUM$170.8M
Discretionary$170.8M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$118M
Discretionary$0
Non-Disc.$118M
Employees3
Clients0
DateMar 2022
Total AUM$109.3M
Discretionary$0
Non-Disc.$109.3M
Employees3
Clients0
DateMar 2022
Total AUM$109.3M
Discretionary$0
Non-Disc.$109.3M
Employees3
Clients0