CRD: 47090
Milestone Investments, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-14-1999
- Office Locations
- 1
Office Locations
About Milestone Investments, Inc.
Milestone Investments, Inc. is a Charlotte, NC advisory firm serving corporate retirement plans and individual investors. The team provides 401(k) plan services, wealth management, and retirement income/distribution planning, delivering objective analysis and unbiased recommendations. Portfolios lean heavily on ETFs alongside mutual funds, with custody support including Charles Schwab.
Team overview
Insights
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD WOODROW ADDIS JR
AML OFFICER, CHIEF OPERATING OFFICER, Principal
- CRD
- #3143354
- Ownership
- 50% but less than 75%
FREDRICK WILLIAM FISHER
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Finop, Principal
- CRD
- #1877470
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $277,303,959 | $2,009,449 |
| Total | $277,303,959 | $2,009,449 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing