Milestone Asset Management, LLC
Milestone Asset Management, LLC is an SEC-registered mass-market adviser in Pittsburgh, PA with $690.7M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Milestone Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310441, SEC 801-120519, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $690.7M (2026-02-20)
- Firm type
- Mass-Market Adviser
- Location
- Pittsburgh, PA
- Employees
- 13
- Clients
- 1,359
- CRD
- 310441
- Ownership
- IRACI, JOSEPH, CHRISTOPHER; HAYES, THOMAS, BRIAN; LEE, SHAWN, PATRICK; THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015; AUSHERMAN, MICHAEL, DAVID
How much AUM does Milestone Asset Management, LLC have?
Milestone Asset Management, LLC reported $690.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Milestone Asset Management, LLC?
Disclosed owners and executives of Milestone Asset Management, LLC include IRACI, JOSEPH, CHRISTOPHER, HAYES, THOMAS, BRIAN, LEE, SHAWN, PATRICK, THE MICHAEL D. AUSHERMAN, JR. LIVING TRUST, DATED JUNE 25, 2015, AUSHERMAN, MICHAEL, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.