Milestone Asset Management, LLC
● SEC registered since 2021CRD 310441SEC# 801-120519Pittsburgh, PA
Reg. AUM
$690.7M
Employees
13
Accounts
3,229
Location
Pittsburgh, PA
Milestone Asset Management, LLC assets under management
Milestone Asset Management, LLC is an investment advisory firm registered with the SEC based in Pittsburgh, PA. The firm has been registered since 2021. It reports $690.7 million in regulatory assets under management and employs 13 people.
Milestone Asset Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael David Ausherman Control | Managing Partner & Chief Compliance Officer | Under 5% | 2020 |
| Richard Todd Baker Control | Managing Partner | Under 5% | 2020 |
| The Michael D. Ausherman, Jr. Living Trust, Dated June 25, 2015 | Member | 25-50% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Milestone Asset Management, LLC manage?
Milestone Asset Management, LLC reports $690.7 million in regulatory assets under management on its Form ADV.
How many employees does Milestone Asset Management, LLC have?
Milestone Asset Management, LLC reports 13 employees.
Where is Milestone Asset Management, LLC located?
Milestone Asset Management, LLC is based in Pittsburgh, PA and has been SEC-registered since 2021.
Does Milestone Asset Management, LLC disclose fund performance?
Milestone Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8160 Perry Highway, Pittsburgh, PA 15237 |
| Phone | 412-643-3058 |
| Office hours | 9-5 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1964722 |
| Discloses disciplinary history | No |
Regulatory AUM
$690.7M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$690.7Mregulatory AUM
Discretionary $690.7M