Milestone Advisory Group, LLC
Milestone Advisory Group, LLC (CRD# 308758) is a financial advisory firm headquartered in , . They manage $15,853,000 in 220 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Milestone Advisory Group, LLC
By the Numbers
-
Total Assets Under Management16MILLION
-
Total Number of Accounts220ACCOUNTS
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Average Account Value$72,059
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, TX
Financial Advisors at Milestone Advisory Group, LLC
1
John Antrobus (CRD# 2736425) is an Investment Advisor Representative working at Milestone Advisory Group, LLC in Washington, IL and has over 27 years of experience in the finance industry.
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