$144.8M Total AUM
$142.7M Disc. AUM
8.3% 3Y CAGR
2 Employees
236 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Foundation
- Established Date
- 09-26-2007
- Office Locations
- 1
Office Locations
30 Mechanic Street Foxboro MA
About Betro Mileszko & Company
Betro | Mileszko & Company is an independent, fiduciary RIA (est. 2007) providing holistic wealth management that coordinates tax, retirement, estate, and investment planning. The firm builds and monitors low-cost, objective portfolios—often using ETFs—with asset allocation plus fixed-income and municipal bond exposure where appropriate. Custody includes Charles Schwab.
Team overview
52 AVG AGE
$144.8M AVG AUM / ADVISOR
$613.6K AVG AUM / CLIENT
18.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Frontier ridge Fusion bridge
Client Personas
Timber Catalyst capital
Custodian
Unison Delta focus Radial Optima peak
Fund Managers
Bridge focus
Investment Themes
Zenith Radial radial
Investment Vehicles
Zenith legacy Element ember
Services
Element vertex Pathway radial Crest vector Harbor vector Radial crest Delta momentum Eagle Value bridge Bridge
Technology
Fusion summit
Owner & Executives
F
FELIX SCHELLER BETRO
Managing Member, Principal
- CRD
- #5419788
- Ownership
- 50% but less than 75%
(503) 640-2379
frontier.capital@harborcapital.com
in linkedin.com/in/horizon-element
J
JOHN MICHAEL MILESZKO
Chief Compliance Officer, Managing Member, Managing Partner, Principal
- CRD
- #1632677
- Ownership
- 50% but less than 75%
(432) 751-6295
ridge.optima@horizoncapital.com
in linkedin.com/in/prime-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,716,505 | $451,635 |
| Non-Discretionary | $2,099,316 | $699,772 |
| Total | $144,815,821 | $453,968 |
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Separately Managed Accounts
Total SMA Asset: $144,815,821
Equity - Exchange:
18.5% Cash:
25.0% Municipal Bonds:
56.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $277,652,237 | 18.5% |
| Cash | $375,205,725 | 25.0% |
| Municipal Bonds | $847,964,938 | 56.5% |
| Total | $1,500,822,900 | 100.0% |