Milestone Asset Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Avon, CT. Its latest Form ADV filing, dated January 15, 2026, reports $309M in regulatory assets under management, 3 employees, 2 offices, and 716 accounts.
Assets Under Management
$309M
Employees
3
Offices
2 offices
Total Clients
214
Primary office
AVON, CT
302 WEST MAIN STREET, SUITE 206, AVON, CT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.9% of total clients.
Top client categories% of clientsClients
1
HNWI
57.9%
124
2
Individuals
42.1%
90
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$309Mas of January 15, 2026
Discretionary96.9%
$299M
97% of total RAUM96.9%
Non-discretionary3.1%
$10M
3% of total RAUM3.1%
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.
Total AUM$309M
Total Accounts716
10Y AUM Change+$195M (+171.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee71:1
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.