MILESTONE WEALTH ADVISORS, INC.

GREENVILLE, Delaware·1 registered advisor·CRD# 149667
SEC# 801-1084490302-351-1988
01

Firm Overview

AUM
$65M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MILESTONE WEALTH ADVISORS, INC.

1 registered advisor
Lisa M Lamarche
GREENVILLE, Delaware
05

Office Locations

GREENVILLE, Delaware
1 advisor

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Data sourced from SEC Form ADV filings. MILESTONE WEALTH ADVISORS, INC. (CRD# 149667) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.