Investment adviser · CRD 277120
MILESTONE ADVISORY PARTNERS, LLC
Investment adviser filing (IA)
SOUTHERN PINES, NC, United States · Form ADV filed Feb 7, 2023
- Regulatory AUM
- $263M Form ADV · Item 5.F
- Client accounts
- 622 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 61 | $138,560,905 | 52.6% |
| Individuals | 558 | $120,443,224 | 45.8% |
| Retirement plans | Fewer than 5 | $4,182,109 | 1.6% |
Filing source
Form ADV 1709895 · Feb 7, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 7, 2023. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
103 BRADFORD VILLAGE COURTSOUTHERN PINES, NC, 28387, United States
CRD 277120
Filing source
Form ADV 1709895 · Feb 7, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.