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| Happy Holidays!! thanks for using AUM13F!! |
| Milestone Investment Advisors LLC
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| CRD # | 168429 |
| SEC # | 801-78337 |
| CIK # | 0001967018 |
| AUM | $824.2 M (2025-02-04) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 608-826-5730 |
| Address | 6702 Stonefield Road Middleton, WI 53562 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 82.5 |
| (b) Individuals (high net worth individuals) | 205 | 674.5 |
| (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 | 6 | 67.3 |
| (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 | 1,247 | 824.2 |
| By Discretionary | ||
| Discretionary | 1,236 | 746.1 |
| Non-Discretionary | 11 | 78.1 |
| Total | 1,247 | 824.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 824.2 | |
| Total | 1,247 | 824.2 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund | |
| North Carolina Retirement Services |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001967018] |
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