Millstone Financial Group

Millstone Financial Group (CRD# 297882) is a financial advisory firm headquartered in Millstone Township, NJ. They manage $57,328,900 in 332 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
490 Hwy 33 West, Millstone Township, NJ 08535
http://www.millstonefinancialgroup.net/
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    332
    ACCOUNTS
  • Average Account Value
    $172,677
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Millstone Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Michael Russo, financial advisor Millstone Township NJ
Michael T. Russo
CRD#: 2089164
490 Hwy 33 West, Millstone Township, NJ 08535

Michael Russo (CRD# 2089164) is an Investment Advisor Representative working at Millstone Financial Group in Millstone Township, NJ and has over 16 years of experience in the finance industry.

2
Donald Albach, financial advisor Millstone Township NJ
Donald M. Albach
CRD#: 1812200
490 Hwy 33 West, Millstone Township, NJ 08535

Donald Albach (CRD# 1812200) is an Investment Advisor Representative working at Millstone Financial Group in Millstone Township, NJ and has over 24 years of experience in the finance industry.

3
Barry Drill, financial advisor Millstone Township NJ
Barry D. Drill
CRD#: 1700997
490 Hwy 33 West, Millstone Township, NJ 08535

Barry Drill (CRD# 1700997) is an Investment Advisor Representative working at Millstone Financial Group in Millstone Township, NJ and has over 36 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals