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| Keyboard |
| Millstone Financial Group Limited Liability Company
✚
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|---|---|
| CRD # | 297882 |
| SEC # | 801-135605 |
| CIK # | |
| AUM | 104.4 M (2026-06-24) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 732-385-8544 |
| Address | 902 Carnegie Center Blvd Princeton, NJ 08540 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 230 | 50.9 |
| (b) Individuals (high net worth individuals) | 67 | 53.6 |
| (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 | 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 | 483 | 104.4 |
| By Discretionary | ||
| Discretionary | 466 | 101.5 |
| Non-Discretionary | 17 | 3.0 |
| Total | 483 | 104.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.4 | |
| Total | 483 | 104.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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MANA Financial Life Design LLC
✚
|
106.1 M | |
|
Westpoint Wealth Management LLC
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|
OH | 106.0 M |
|
Experience Your Wealth LLC
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105.3 M | |
|
Compass Retirement LLC
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|
Vavra Capital Management LLC
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104.8 M | |
|
Carter Terry & Company Inc
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|
GA | 104.0 M |
|
Prestige Wealth Management LLC
✚
|
CO | 104.0 M |
|
Alamo Capital
✚
|
CA | 103.6 M |
|
Navigation Wealth Management Inc
✚
|
CO | 103.2 M |
|
Networth Asset Management Inc
✚
|
102.8 M |