M
$104.4M Total AUM
$101.5M Disc. AUM
-- 3Y CAGR
9 Employees
297 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · SEI · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-25-2018
- Office Locations
- 1
Office Locations
902 Carnegie Center Blvd Suite 130 Princeton NJ
About Millstone Financial Group
Millstone Financial Group is a Princeton-based RIA. The firm has been operating for 7 years. Managing $104.4M in total assets under management, with 6 advisory representatives. They custody assets with Altruist and SEI.
Team overview
58 AVG AGE
$17.4M AVG AUM / ADVISOR
$351.6K AVG AUM / CLIENT
3.3 yrs AVG TENURE
9 Employees
6 Advisory Reps
6 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DONALD MICHAEL ALBACH
--
- CRD
- #1812200
- Ownership
- 50% but less than 75%
Available
Available
Available
MICHAEL THOMAS RUSSO
Chief Compliance Officer, Owner, President
- CRD
- #2089164
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
R
Ryan Wallace Black
--
- CRD
- #7891223
Available
Available
Available
Kevin Charles Flesch
--
- CRD
- #6760156
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,458,387 | $217,722 |
| Non-Discretionary | $2,973,183 | $174,893 |
| Total | $104,431,570 | $216,214 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing