|
⚲
|
| Keyboard |
| Milestone Asset Management LLC
✚
|
|
|---|---|
| CRD # | 310441 |
| SEC # | 801-120519 |
| CIK # | 0001964722, 0002063452 |
| AUM | 690.7 M (2026-02-20) |
| Employees | 13 (100% Investors, 0% Brokers) |
| Phone | 412-643-3058 |
| Address | 8160 Perry Highway Pittsburgh, PA 15237 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001964722 0002063452 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 335 | 425.2 |
| (b) Individuals (high net worth individuals) | 1,012 | 263.5 |
| (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 | 0.0 |
| (h) Charitable organizations | 2 | 0.3 |
| (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 | 10 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 3,229 | 690.7 |
| By Discretionary | ||
| Discretionary | 3,229 | 690.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,229 | 690.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 690.7 | |
| Total | 3,229 | 690.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001964722] | |
| 13F-HR | [0002063452] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
360 Financial Inc
✚
|
MN | 700.5 M |
|
Hartford Financial Management Inc
✚
|
CT | 699.6 M |
|
The Retirement Solution LLC
✚
|
WA | 699.4 M |
|
Broadview Financial Management LLC
✚
|
WI | 699.2 M |
|
Grey Fox Wealth Advisors LLC
✚
|
DE | 698.8 M |
|
ABG Consultants LLC
✚
|
UT | 697.4 M |
|
Madrona Financial Services LLC
✚
|
WA | 691.8 M |
|
Family Investment Center Inc
✚
|
MO | 689.3 M |
|
Marotta Asset Management Inc
✚
|
VA | 686.0 M |
|
Precedent Wealth Partners LLC
✚
|
TX | 685.0 M |