MILESTONE INVESTMENT ADVISORS, LLC

MIDDLETON, Wisconsin·3 registered advisors·CRD# 168429
SEC# 801-783370608-826-5730
01

Firm Overview

AUM
$783M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MILESTONE INVESTMENT ADVISORS, LLC

3 registered advisors
Angel Chow Mcclarey
MIDDLETON, Wisconsin
Daniel Peter Kauper
MIDDLETON, Wisconsin
Robert Garland Armstrong
MIDDLETON, Wisconsin
05

Office Locations

MIDDLETON, Wisconsin
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. MILESTONE INVESTMENT ADVISORS, LLC (CRD# 168429) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.