The MILESTONE ASSET MANAGEMENT is a privately held investment adviser that advises $700.24mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. MILESTONE ASSET MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 117.22% over the last 5-years.
The Group has been registered with the SEC for 13.82 years and is comprised of 1 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 8160 PERRY HIGHWAY, PITTSBURGH, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 13 investment and 0 non-investment staff. The total number of Employees decreased by 27.78% over the last 5-years.
Their $700.24mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 12 other accounts. Assets of Individuals clients own $425.19mn or 60.72% of Total Assets and High Net Worth Individuals own $263.52mn or 37.63% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
MILESTONE ASSET MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.