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| Milestone Investment Advisors LLC
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| |
|---|---|
| CRD # | 168429 |
| SEC # | 801-78337 |
| CIK # | 0001967018 |
| AUM | $782.6 MM (2024-06-25) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 608-826-5730 |
| Address | 6702 Stonefield Road Middleton, WI 53562 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 91.3 |
| (b) Individuals (high net worth individuals) | 180 | 628.9 |
| (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 | 6 | 62.3 |
| (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 | 1,233 | 782.6 |
| By Discretionary | ||
| Discretionary | 1,222 | 710.3 |
| Non-Discretionary | 11 | 72.3 |
| Total | 1,233 | 782.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 782.6 | |
| Total | 1,233 | 782.6 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund | |
| North Carolina Retirement Services |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001967018] |
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Quadra Gestao de Recursos Sa
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0.8 |