Betro Mileszko & Company is an SEC registered investment adviser organized as a limited liability company with a primary office location in Foxboro, MA. Its latest Form ADV filing, dated March 26, 2026, reports $145M in regulatory assets under management, 2 employees, and 319 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.3% of total clients.
Top client categories% of clientsClients
1
Individuals
59.3%
70
2
HNWI
38.1%
45
3
Pension Plans
2.5%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of March 26, 2026
Discretionary98.6%
$143M
99% of total RAUM98.6%
Non-discretionary1.4%
$2M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$145M
Total Accounts319
10Y AUM Change+$12M (+9.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee59:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.