MILESTONE MONEY

MILESTONE MONEY of CHICAGO, IL is an SEC-registered investment adviser (CRD 319203). Regulatory assets under management: $56.0M.

Registration

• CRD: 319203
• Type: Registered investment adviser
• Location: 2000 N RACINE AVE, CHICAGO, IL, 60614
• Phone: (312) 815-8335
• Latest filing: 2026-03-20
• Regulatory AUM: $56.0M
• Discretionary AUM: $56.0M
• Clients: 2
• Accounts: 151

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319203 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search