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 legally known as MILESTONE INVESTMENT ADVISORS, LLC. It is a WI Limited Liability Company. This firm has 4 employees, of which 4 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 11, 2013.
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%