# MILLSTONE FINANCIAL GROUP LIMITED LIABILITY COMPANY

MILLSTONE FINANCIAL GROUP LIMITED LIABILITY COMPANY of PRINCETON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 297882
- Type: SEC-registered investment adviser
- SEC file number: 801-135605
- Location: 902 CARNEGIE CENTER BLVD, SUITE 130, PRINCETON, NJ, 08540
- Phone: 732-385-8544
- Latest filing: 2026-06-24
- Regulatory AUM: $104.4M
- Discretionary AUM: $101.5M
- Non-discretionary AUM: $3.0M
- Clients: 9
- Accounts: 483

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Michael Thomas Russo | OWNER/CHIEF COMPLIANCE OFFICER | — |
| Donald Michael Albach | CO- OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297882/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297882/similar
- Related entities: https://search.stillhousedata.com/firm/297882/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297882

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.