Milestone Asset Management Group, LLC
Milestone Asset Management Group, LLC is an SEC-registered wealth manager in Avon, CT with $309.0M assets under management (AUM, regulatory AUM), +39% over one year. See who owns Milestone Asset Management Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282896, SEC 801-128334, data through 2026-01-15.
- AUM (assets under management / regulatory AUM)
- $309.0M (2026-01-15)
- Firm type
- Wealth Manager
- Location
- Avon, CT
- Employees
- 3
- Clients
- 214
- CRD
- 282896
- Ownership
- MEZHERITSKIY, MICHAEL, V
How much AUM does Milestone Asset Management Group, LLC have?
Milestone Asset Management Group, LLC reported $309.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-15).
Who owns Milestone Asset Management Group, LLC?
Disclosed owners and executives of Milestone Asset Management Group, LLC include MEZHERITSKIY, MICHAEL, V. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.