Milestone Investment Advisors LLC
Legal Name: MILESTONE INVESTMENT ADVISORS, LLC
Full Contact Details
Milestone Investment Advisors LLC
6702 STONEFIELD ROAD, SUITE 201, MIDDLETON, WI
608-826-5730
608-826-5731
Other Info
Milestone Investment Advisors, LLC is a Wisconsin-based Limited Liability Company that operates with a small team of 4 employees, all holding advisory positions. While the number of clients served remains unknown, their SEC status was last reported as Approved on July 11, 2013, giving them legal recognition to continue providing their financial advisory services.
Milestone Advisors in Madison WI Financial Services, Portfolio Management, Trusts, Retirement Plans Milestone Investment Advisors, LLC is an independent, boutique firm specializing in highly personalized portfolio management and financial consulting. Our founding members are seasoned professionals w…
Direct Owners
-
ANGEL CHOW MCCLAREY
MEMBER/CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
-
DANIEL PETER KAUPER
MEMBER/CHEIF INFORMATION SECURITY OFFICER owns more than 25% but less than 50%
-
ROBERT GARLAND ARMSTRONG
MEMBER owns more than 25% but less than 50%