Milestone Asset Management Group, LLC

Milestone Asset Management Group, LLC (CRD# 282896) is a financial advisory firm headquartered in Avon, CT. They manage $157,797,769 in 481 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
302 West Main Street, Suite 206, Avon, CT 06001
http://www.milestoneamg.com
By the Numbers
  • Total Assets Under Management
    158
    MILLION
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $328,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Milestone Asset Management Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard Lopresti, financial advisor Avon CT
Richard C. Lopresti
CRD#: 4297910
302 West Main Street, Suite 206, Avon, CT 06001

Richard Lopresti (CRD# 4297910) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 22 years of experience in the finance industry.

2
Adam Kalender, financial advisor Pearl River NY
Adam B. Kalender
CRD#: 2953227
1 Blue Hill Plaza, Suite #1509, Pearl River, NY 10965

Adam Kalender (CRD# 2953227) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Pearl River, NY and has over 26 years of experience in the finance industry.

3
Michael Mezheritskiy, financial advisor Avon CT
Michael V. Mezheritskiy
CRD#: 4216984
302 West Main Street, Suite 206, Avon, CT 06001

Michael Mezheritskiy (CRD# 4216984) is an Investment Advisor Representative working at Milestone Asset Management Group, LLC in Avon, CT and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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