MILESTONE ADVISORY GROUP, LLC

MILESTONE ADVISORY GROUP, LLC is an SEC-registered investment adviser (CRD 308758). Regulatory assets under management: $22.5M.

Registration

• CRD: 308758
• Type: Registered investment adviser
• Phone: 309-213-2665
• Latest filing: 2026-03-20
• Regulatory AUM: $22.5M
• Discretionary AUM: $19.9M
• Non-discretionary AUM: $2.6M
• Clients: 1
• Accounts: 263

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308758 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search