Milestone Investment Advisors, LLC
● SEC registered since 2013CRD 168429SEC# 801-78337Middleton, WI
Reg. AUM
$877.6M
Employees
7
Accounts
1,264
Location
Middleton, WI
Milestone Investment Advisors, LLC assets under management
Milestone Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Middleton, WI. The firm has been registered since 2013. It reports $877.6 million in regulatory assets under management and employs 7 people.
Milestone Investment Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angel Chow McClarey Control | Member/Chief Compliance Officer | 25-50% | 2017 |
| Daniel Peter Kauper Control | Member/Cheif Information Security Officer | 25-50% | 2017 |
| Robert Garland Armstrong Control | Member | 25-50% | 2013 |
Frequently asked questions
How much does Milestone Investment Advisors, LLC manage?
Milestone Investment Advisors, LLC reports $877.6 million in regulatory assets under management on its Form ADV.
How many employees does Milestone Investment Advisors, LLC have?
Milestone Investment Advisors, LLC reports 7 employees.
Where is Milestone Investment Advisors, LLC located?
Milestone Investment Advisors, LLC is based in Middleton, WI and has been SEC-registered since 2013.
Does Milestone Investment Advisors, LLC disclose fund performance?
Milestone Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6702 Stonefield Road, Suite 201, Middleton, WI 53562 |
| Phone | 608-826-5730 |
| Fax | 608-826-5731 |
| Office hours | By Appt Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$877.6M▲ 6%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$877.6Mregulatory AUM
Discretionary $796.4MNon-discretionary $81.2M