← Tributary

THE MILESTONE REAL ESTATE GROUP, LP

DALLAS, TX · CRD 161957 · IAPD ↗ · milestonegp.com · 214-442-8150

$2.43BRegulatory AUM
13Advisory reps
33Employees
0Clients
0Planning clients
3Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2025 — THE MILESTONE REAL ESTATE GROUP, LP grew from 9 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.