Betro Mileszko & Company, LLC
● SEC registered since 2021CRD 145184SEC# 801-120782Foxboro, MA
Reg. AUM
$144.8M
Employees
2
Accounts
319
Location
Foxboro, MA
About Betro Mileszko & Company
Betro | Mileszko & Company is an SEC-registered fiduciary adviser coordinating investment and wealth management with affiliated tax, accounting, and trust and estates practices. The model aims to keep investment, tax, and estate disciplines in conversation so family strategies stay aligned under one roof.
Summary based on the firm’s website.
Betro Mileszko & Company, LLC assets under management
Betro Mileszko & Company, LLC is an SEC-registered investment adviser based in Foxboro, MA. The firm has been registered since 2021. It reports $144.8 million in regulatory assets under management and employs 2 people.
Betro Mileszko & Company, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Felix Scheller Betro Control | Managing Member | 50-75% | 2007 |
| John Michael Mileszko Control | Managing Member; Chief Compliance Officer | 50-75% | 2007 |
Frequently asked questions
How much does Betro Mileszko & Company, LLC manage?
Betro Mileszko & Company, LLC reports $144.8 million in regulatory assets under management on its Form ADV.
How many employees does Betro Mileszko & Company, LLC have?
Betro Mileszko & Company, LLC reports 2 employees.
Where is Betro Mileszko & Company, LLC located?
Betro Mileszko & Company, LLC is based in Foxboro, MA and has been SEC-registered since 2021.
Does Betro Mileszko & Company, LLC disclose fund performance?
Betro Mileszko & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 30 Mechanic Street, Foxboro, MA 02035 |
| Phone | 508-698-4949 |
| Fax | 508-698-3601 |
| Office hours | 9:00a.m. To 6:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$144.8M▲ 9%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$144.8Mregulatory AUM
Discretionary $142.7MNon-discretionary $2.1M