MILLSTONE FINANCIAL GROUP LIMITED LIABILITY COMPANY

MILLSTONE FINANCIAL GROUP LIMITED LIABILITY COMPANY of PRINCETON, NJ is an SEC-registered investment adviser (CRD 297882). Regulatory assets under management: $104.4M.

Registration

• CRD: 297882
• SEC file number: 801-135605
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297882 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search