MILESTONE ASSET MANAGEMENT GROUP, LLC
MILESTONE ASSET MANAGEMENT GROUP, LLC of AVON, CT is an SEC-registered investment adviser (CRD 282896). Regulatory assets under management: $309.0M.
Registration
- CRD: 282896
- SEC file number: 801-128334
- Type: Registered investment adviser
- Location: 302 WEST MAIN STREET, SUITE 206, AVON, CT, 06001
- Phone: 860-259-4800
- Latest filing: 2026-01-15
- Regulatory AUM: $309.0M
- Discretionary AUM: $299.4M
- Non-discretionary AUM: $9.6M
- Clients: 3
- Accounts: 716
Business model
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Michael V Mezheritskiy | MANAGING MEMBER AND CCO | — |
| MEZHERITSKIY MICHAEL V | MANAGING MEMBER AND CCO | — |
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