MILESTONE INVESTMENT ADVISORS, LLC

MILESTONE INVESTMENT ADVISORS, LLC of MIDDLETON, WI is an SEC-registered investment adviser (CRD 168429). Regulatory assets under management: $877.6M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (6)

NameRoleLocation
Robert Garland ArmstrongMEMBER
Daniel Peter KauperMEMBER/CHEIF INFORMATION SECURITY OFFICER
Angel Chow McclareyMEMBER/CHIEF COMPLIANCE OFFICER
ARMSTRONG ROBERT GARLANDMEMBER
KAUPER DANIEL PETERMEMBER/CHEIF INFORMATION SECURITY OFFICER; MEMBER/CHIEF COMPLIANCE OFFICER
MCCLAREY ANGEL CHOWMEMBER; MEMBER/CHIEF COMPLIANCE OFFICER

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