Milestone Wealth
Milestone Wealth (CRD# 292797) is a financial advisory firm headquartered in Greenville, NC. They manage $162,849,875 in 705 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management163MILLION
-
Total Number of Accounts705ACCOUNTS
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Average Account Value$230,993
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
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, NC, TX
Financial Advisors at Milestone Wealth
1
David Hunt (CRD# 1856105) is an Investment Advisor Representative working at Milestone Wealth in Greenville, NC and has over 35 years of experience in the finance industry.
2
Robert Hough (CRD# 7735413) is an Investment Advisor Representative working at Milestone Wealth in Greenville, NC and has 1 year of experience in the finance industry.
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