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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Betro Mileszko & Company LLC
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|---|---|
| CRD # | 145184 |
| SEC # | 801-120782 |
| CIK # | |
| AUM | $133.3 M (2025-03-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 508-698-4949 |
| Address | 30 Mechanic Street Foxboro, MA 02035 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 32.1 |
| (b) Individuals (high net worth individuals) | 47 | 92.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 9.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 322 | 133.3 |
| By Discretionary | ||
| Discretionary | 318 | 124.1 |
| Non-Discretionary | 4 | 9.2 |
| Total | 322 | 133.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.3 | |
| Total | 322 | 133.3 |
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|---|---|---|
|
The Carroll Group Inc
✚
|
0.1 | |
|
Hunter Street Investment Advisors LLC
✚
|
NC | 0.1 |
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TUVE Investment Management Inc
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IA | 0.1 |
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Applied Capital LLC
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0.1 | |
|
LTG Capital LLC
✚
|
0.1 | |
|
United Value Capital LLC
✚
|
0.1 | |
|
Pinafore Wealth Counsel Inc
✚
|
NC | 0.1 |
|
The Wealth Advantage Group Inc
✚
|
OH | 0.1 |
|
Financial Management Advisors Inc
✚
|
TN | 0.1 |
|
Delphinus Financial Advisors LLC
✚
|
MA | 0.1 |