MILESTONE INVESTMENTS, INC. of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 47090). Regulatory assets under management: $277.3M.
Compensation: % of AUM, Hourly, Commissions.
Clients served: High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Fredrick William Fisher | CEO, CCO, CFO, FINOP | — |
| Richard Woodrow Jr Addis | CHIEF OPERATING OFFICER, AML OFFICER, TECHNOLOGY OFFICER | — |
| FISHER WILLIAM | CEO, CCO, CFO, FINOP | — |
| ADDIS RICHARD WOODROW JR | CHIEF OPERATING OFFICER, AML OFFICER, TECHNOLOGY OFFICER | — |