Milton Asset Management, LLC
Milton Asset Management, LLC (CRD# 160937) is a financial advisory firm headquartered in Johns Creek, GA. They manage $17,256,059 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$1,917,340
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Palmer (CRD# 1523740) is an Investment Advisor Representative working at Milton Asset Management, LLC in Dawsonville, GA and has over 13 years of experience in the finance industry. David Palmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.