← Tributary

MILLSTONE FINANCIAL GROUP

PRINCETON, NJ · CRD 297882 · IAPD ↗ · 732-385-8544

$104.4MRegulatory AUM
6Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
July 2026 — MILLSTONE FINANCIAL GROUP notice-filed in NH, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2026 — MILLSTONE FINANCIAL GROUP moved its main office from MILLSTONE, NJ to PRINCETON, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
95
April 2026 — MILLSTONE FINANCIAL GROUP (MILLSTONE, NJ) is newly SEC-registered with $104.4M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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