MILESTONE ASSET MANAGEMENT, LLC of PITTSBURGH, PA is an SEC-registered investment adviser (CRD 310441). Regulatory assets under management: $690.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Walter John West | MEMBER, MANAGING PARTNER | — |
| Thomas Brian Hayes | MEMBER, MANAGING PARTNER | — |
| Richard Todd Baker | MANAGING PARTNER; TRUSTEE | — |
| Michael David Ausherman | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| LEE JAN PATRICK | MEMBER, MANAGING PARTNER | — |
| PRITCHARD JAMES PATRICK | CHIEF COMPLIANCE OFFICER | — |
| IRACI JOSEPH CHRISTOPHER | CHIEF COMPLIANCE OFFICER | — |
| HAYES WAYNE BRIAN | MEMBER, MANAGING PARTNER | — |
| WEST R JOHN | MEMBER, MANAGING PARTNER | — |
| BAKER RICHARD TODD | MANAGING PARTNER; TRUSTEE | — |
| AUSHERMAN MICHAEL DAVID | MANAGING PARTNER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| City | State | Employees | Phone |
|---|---|---|---|
| GERMANTOWN | MD | 4 | 2403951060 |
| GERMANTOWN | MD | 4 | 2403951060 |
| KOKOMO | IN | 3 | 7654527526 |
| ERIE | PA | 3 | 814-464-0224 |
| KOKOMO | IN | 3 | 7654527526 |
| ERIE | PA | 3 | 814-464-0224 |
| CARMEL | IN | 2 | 765-452-7526 |
| SARASOTA | FL | 2 | (765) 452-7526 |
| SARASOTA | FL | 2 | (765) 452-7526 |
| CARMEL | IN | 2 | 765-452-7526 |