Milestone Investments, Inc.
Milestone Investments, Inc. is an SEC-registered ria in Charlotte, NC with $277.3M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Milestone Investments, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 47090, SEC 801-123585, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $277.3M (2026-02-04)
- Firm type
- Ria
- Location
- Charlotte, NC
- Employees
- 2
- Clients
- 91
- CRD
- 47090
- Ownership
- FISHER, FREDRICK WILLIAM; ADDIS, RICHARD WOODROW JR
How much AUM does Milestone Investments, Inc. have?
Milestone Investments, Inc. reported $277.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Milestone Investments, Inc.?
Disclosed owners and executives of Milestone Investments, Inc. include FISHER, FREDRICK WILLIAM, ADDIS, RICHARD WOODROW JR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.