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MILESTONE ASSET MANAGEMENT GROUP, LLC

AVON, CT · CRD 282896 · IAPD ↗ · 860-259-4800

$309.0MRegulatory AUM
4Advisory reps
7Employees
3Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
February 2026 — MILESTONE ASSET MANAGEMENT GROUP, LLC reported RAUM up 39% ($222.6M -> $309.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
March 2025 — MILESTONE ASSET MANAGEMENT GROUP, LLC reported RAUM up 41% ($157.8M -> $222.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
February 2024 — MILESTONE ASSET MANAGEMENT GROUP, LLC reported RAUM up 38% ($114.0M -> $157.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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