|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Milestone Financial Planning LLC
✚
|
|
|---|---|
| CRD # | 283439 |
| SEC # | 801-107645 |
| CIK # | |
| AUM | $486.7 M (2025-02-14) |
| Employees | 20 (55% Investors, 0% Brokers) |
| Phone | 603-589-8010 |
| Address | 3 Executive Park Drive Bedford, NH 03110 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 43.1 |
| (b) Individuals (high net worth individuals) | 166 | 441.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,035 | 486.7 |
| By Discretionary | ||
| Discretionary | 1,035 | 486.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,035 | 486.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 486.7 | |
| Total | 1,035 | 486.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
USAdvisors Wealth Management LLC
✚
|
MN | 0.5 |
|
Halter Ferguson Financial Inc
✚
|
IN | 0.5 |
|
Marin Financial Advisors LLC
✚
|
CA | 0.5 |
|
Dedora Capital Inc
✚
|
CA | 0.5 |
|
Litvak Wealth LLC
✚
|
CT | 0.5 |
|
Vela Investment Management LLC
✚
|
OH | 0.5 |
|
Affiliated Private Investors LLC
✚
|
FL | 0.5 |
|
Prasad Wealth Partners LLC
✚
|
OH | 0.5 |
|
Seeds Investor LLC
✚
|
NY | 0.5 |
|
Potentia RIA LLC
✚
|
CA | 0.5 |