Millstone Financial Group
Millstone Financial Group is an SEC-registered mass-market adviser in Millstone, NJ with $104.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Millstone Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297882, SEC 801-135605, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $104.4M (2026-06-24)
- Firm type
- Mass-Market Adviser
- Location
- Millstone, NJ
- Employees
- 9
- Clients
- 297
- CRD
- 297882
- Ownership
- ALBACH, DONALD, MICHAEL; RUSSO, MICHAEL, THOMAS
How much AUM does Millstone Financial Group have?
Millstone Financial Group reported $104.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns Millstone Financial Group?
Disclosed owners and executives of Millstone Financial Group include ALBACH, DONALD, MICHAEL, RUSSO, MICHAEL, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.