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Milestone Asset Management Group, LLC

Milestone Asset Management Group, LLC. CRD 282896

Milestone Asset Management Group, LLC logo

CRD: 282896

Milestone Asset Management Group, LLC

Avon, CT, 06001
8602594800
milestoneamg.com
$309.0M Total AUM
$299.4M Disc. AUM
-- 3Y CAGR
3 Employees
217 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Betterment · Fidelity/NFS · LPL Financial
Clients
Retail and Institutional
Platforms
Fusion primeSignal +more
Established Date
02-22-2016
Office Locations
2

Office Locations

1 Blue Hill Plaza, Suite #1509 Pearl River NY
302 West Main Street Suite 206 Avon CT

About Milestone Asset Management Group, LLC

Milestone Asset Management Group is a fee-only, independent fiduciary RIA providing retirement planning, tax planning/prep, and asset management for pre-retirees and retirees. The team emphasizes lifetime-tax and income planning (including Roth conversion and RMD strategies) and portfolios grounded in Nobel Prize-winning research focused on risk control. Founded in 2016 by Michael Mezheritskiy; recognized with six straight Five Star Wealth Manager awards.

Team overview

38 AVG AGE
$103.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
5.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Matrix Prime momentum Glacier oak Capital

Client Personas

Wave timber Matrix Eagle

Custodian

Peak Wave matrix Momentum unison Momentum Legacy zenith

Investment Themes

Frontier optima Capital eagle Pathway Matrix north Horizon

Investment Vehicles

Catalyst horizon Meridian north

Platform

Matrix

Services

Alpha Matrix momentum Optima focus Harbor beacon Fusion Optima prime Crest Wave catalyst Foundation

Technology

Legacy value Meridian oak Foundation oak Unison signal Ridge focus Bridge

Owner & Executives

MICHAEL V MEZHERITSKIY

MICHAEL V MEZHERITSKIY

Chief Compliance Officer, Financial Planner, Managing Member

CRD
#4216984
Ownership
75% or more
(708) 732-8067
quantum.unison@radialcapital.com
in linkedin.com/in/value-alpha

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Contacts

D

DANIELLE ELANDRA BARBATO

Financial Planner

CRD
#6916743
(651) 632-6164
crest.quantum@deltacapital.com
in linkedin.com/in/timber-vector
A

ADAM BENJAMIN KALENDER

Financial Planner

CRD
#2953227
(761) 972-2526
momentum.momentum@foundationcapital.com
in linkedin.com/in/peak-unison
U

Unison frontier

Fusion delta zenith

CRD
#70875
(352) 622-1066
north.element@vitalcapital.com
in linkedin.com/in/foundation-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-31-2023
08-07-2024
02-11-2025
01-15-2026
Category Assets AVG. Account size
Discretionary $299,365,271 $421,641
Non-Discretionary $9,600,000 $1,600,000
Total $308,965,271 $431,516

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Separately Managed Accounts

Total SMA Asset: $308,965,271

$309.0M Total SMA
Public Funds:
33.3%
U.S. Government/Agency:
14.8%
Equity - Exchange:
9.4%
Corporate - Non-Investment Grade:
42.5%
Asset class Assets Assets %
Public Funds $1,346,940,474 33.3%
U.S. Government/Agency $598,640,211 14.8%
Equity - Exchange $380,217,431 9.4%
Corporate - Non-Investment Grade $1,719,068,173 42.5%
Total $4,044,866,289 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
QUANTUM MOMENTUM FUSION EAGLE FOUNDATION 6RCEAQ34P POP 6.55% $61,898,625
FRONTIER FOUNDATION FOCUS CAPITAL URDNSOPGN BJGL 7.63% $49,888,446
ATLAS GLACIER EAGLE FRONTIER IHOX4GJ5M MMMI 11.33% $32,718,982
OAK EMBER PATHWAY MATRIX DELTA F1XTRWRNO BEDT 1.54% $73,192,825
CREST DELTA SUMMIT FOCUS 1B2QK8N20 CDTS 11.55% $69,057,689
VERTEX ATLAS ZENITH ALPHA VECTOR Q1P2TSNXD ZYG 2.91% $12,926,371
QUANTUM VALUE INSIGHT GLACIER 2YGHDMT5Q NQLX 3.92% $81,297,942
ZENITH FRONTIER CAPITAL HARBOR PIONEER GUW0CYO0L ITM 9.92% $69,353,414

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