$17.9M Total AUM
$15.8M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
9 yrs Firm Age
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- Custodian
- Hsbc ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- FocusAtlas +more
- Established Date
- 04-14-2017
- Office Locations
- 1
Office Locations
-- Whitney Point NY
About Milestone Consultants, Inc.
Milestone Consultants, Inc. is a New York-based RIA founded in 2017 by Eric Birdsall (MBA, CPFA), who has provided advisory services since 2006. The firm delivers independent third-party retirement plan consulting and fiduciary services to organizations sponsoring 401(k) and 403(b) plans, supporting plan committees with governance and decision support.
Team overview
41 AVG AGE
$17.9M AVG AUM / ADVISOR
$686.8K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Legacy summit
Client Personas
Vertex
Custodian
North Vertex matrix
Investment Themes
Atlas Vertex vertex Pathway Quantum atlas
Investment Vehicles
Quantum wave
Services
Vector matrix Vital Quantum Glacier beacon Beacon horizon
Technology
Element vital Vector insight Prime eagle
Owner & Executives
ERIC S BIRDSALL
Chief Compliance Officer, President
- CRD
- #5065620
- Ownership
- 75% or more
(482) 975-8804
momentum.prime@harborcapital.com
in linkedin.com/in/quantum-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,787,390 | -- |
| Non-Discretionary | $2,068,747 | -- |
| Total | $17,856,137 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,856,137
Public Funds:
21.8% Other:
78.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,091,052,606 | 21.8% |
| Other | $3,913,775,863 | 78.2% |
| Total | $5,004,828,469 | 100.0% |