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⚲
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| Milestone Investments Inc
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|
|---|---|
| CRD # | 47090 |
| SEC # | 801-123585 |
| CIK # | 0001687829, 0001951454, 0001317348, 0001578731, 0001639977 |
| AUM | $277.3 M (2026-02-04) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 704-716-2749 |
| Address | 10700 Sikes Place Charlotte, NC 28277-0729 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Gold Trust Micro | 52.8 | ||
| Apple Inc | 15.5 | ||
| Alphabet Inc | 9.5 | ||
| Broadcom Inc | 8.1 | ||
| Amazon Com Inc | 7.4 | ||
| SPDR Gold Trust | 5.8 | ||
| iShares Comex Gold Trust | 5.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 12.4 |
| (b) Individuals (high net worth individuals) | 23 | 32.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 232.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 138 | 277.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 138 | 277.3 |
| Total | 138 | 277.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.3 | |
| Total | 138 | 277.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001317348] | |
| SC 13G | [0001317348] | |
| 10-K | [0001578731] | |
| 10-Q | [0001578731] | |
| 3 | [0001578731] | |
| 8-K | [0001578731] | |
| D | [0001639977] | |
| 3 | [0001687829] | |
| 4 | [0001687829] | |
| SC 13G | [0001687829] | |
| SC 13D | [0001951454] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Macco Financial Group Inc
✚
|
WI | 0.3 |
|
Oasis Advisors LLC
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|
IA | 0.3 |
|
Universal Financial Advisors LLC
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|
MO | 0.3 |
|
HBE Wealth Management LLC
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|
NE | 0.3 |
|
Kilter Group LLC
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|
0.3 | |
|
Delta Capital Management LLC
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|
NJ | 0.3 |
|
Tyner Capital Management Investment Counsel Inc
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|
TN | 0.3 |
|
Planguide Financial LLC
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|
TX | 0.3 |
|
The Retirement GUYS Formula LLC
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|
OH | 0.3 |
|
Walleye Partners LLC
✚
|
WI | 0.3 |