Milestone Asset Management Group, LLC
● SEC registered since 2023CRD 282896SEC# 801-128334Avon, CT
Reg. AUM
$309M
Employees
3
Accounts
716
Location
Avon, CT
Milestone Asset Management Group, LLC assets under management
Milestone Asset Management Group, LLC is an SEC-registered investment adviser based in Avon, CT. The firm has been registered since 2023. It reports $309 million in regulatory assets under management and employs 3 people.
Milestone Asset Management Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael V Mezheritskiy Control | Managing Member And Cco | Over 75% | 2016 |
Frequently asked questions
How much does Milestone Asset Management Group, LLC manage?
Milestone Asset Management Group, LLC reports $309 million in regulatory assets under management on its Form ADV.
How many employees does Milestone Asset Management Group, LLC have?
Milestone Asset Management Group, LLC reports 3 employees.
Where is Milestone Asset Management Group, LLC located?
Milestone Asset Management Group, LLC is based in Avon, CT and has been SEC-registered since 2023.
Does Milestone Asset Management Group, LLC disclose fund performance?
Milestone Asset Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 302 West Main Street, Suite 206, Avon, CT 06001 |
| Phone | 860-259-4800 |
| Office hours | 8:30 a.m. - 5:00 p.m. Est |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$309M▲ 39%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$309Mregulatory AUM
Discretionary $299.4MNon-discretionary $9.6M