Be advised. This firm is no longer registered.

Milton Asset Management, LLC

Milton Asset Management, LLC (CRD# 160937) is a financial advisory firm headquartered in Johns Creek, GA. They manage $25,810,315 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
11877 Douglas Rd, Suite 102-292, Johns Creek, GA 30005
http://www.miltonassetmanagement.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $3,226,289
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Milton Asset Management, LLC
No Advisor Found.

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