MILESTONE WEALTH STRATEGIES

MILESTONE WEALTH STRATEGIES of PLANO, TX is an SEC-registered investment adviser (CRD 162625). Regulatory assets under management: $8.0M.

Registration

• CRD: 162625
• Type: Registered investment adviser
• Location: 6860 N. DALLAS PARKWAY, PLANO, TX, 75024
• Phone: 972-378-5577
• Latest filing: 2024-03-26
• Regulatory AUM: $8.0M
• Discretionary AUM: $7.0M
• Non-discretionary AUM: $1.0M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 162625 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search