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| Milestone Asset Management Group LLC
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|---|---|
| CRD # | 282896 |
| SEC # | 801-128334 |
| CIK # | 0002063452, 0001964722 |
| AUM | $309.0 M (2026-01-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 860-259-4800 |
| Address | 302 West Main Street Avon, CT 06001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002063452 0001964722 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.1 | ||
| Nvidia Corp | 10.7 | ||
| Bristol Myers Squibb Co | 8.2 | ||
| Lilly Eli & Co | 7.7 | ||
| Costco Wholesale Corp /NEW | 6.6 | ||
| Amgen Inc | 6.5 | ||
| Caterpillar Inc | 6.3 | ||
| Deere & Co | 5.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 32.2 |
| (b) Individuals (high net worth individuals) | 124 | 267.2 |
| (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 | 0 | 9.6 |
| (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 | 716 | 309.0 |
| By Discretionary | ||
| Discretionary | 710 | 299.4 |
| Non-Discretionary | 6 | 9.6 |
| Total | 716 | 309.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 309.0 | |
| Total | 716 | 309.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964722] | |
| 13F-HR | [0002063452] |
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|---|---|---|
|
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CA | 0.3 |
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0.3 | |
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CO | 0.3 |
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MA | 0.3 |
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Broadway Wealth Solutions Inc
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TX | 0.3 |