Investment adviser · CRD 117595

MILESTONE FINANCIAL PLANNING, LLC

Investment adviser filing (IA)

BEDFORD, NH, United States · Form ADV filed Feb 9, 2016

Regulatory AUM
$146M
Form ADV · Item 5.F
Client accounts
595
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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 9, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2 COMMERCE DRIVE
BEDFORD, NH, 03110, United States

CRD 117595

Filing source

Form ADV 977701 · Feb 9, 2016 · 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.