Milestone Advisory Partners, LLC
Milestone Advisory Partners, LLC (CRD# 277120) is a financial advisory firm headquartered in Southern Pines, NC. They manage $263,186,238 in 622 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management263MILLION
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Total Number of Accounts622ACCOUNTS
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Average Account Value$423,129
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, NY, VA, WA
Financial Advisors at Milestone Advisory Partners, LLC
No Advisor Found.
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