# Milestone Asset Management Group

Milestone Asset Management Group is a Bank / Wealth / Trust based in Avon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Avon, United States
- **Region:** North America
- **Address:** Avon, CT, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** milestoneamg.com

## Regulatory record

- **CRD number:** 282896
- **SEC file number:** 801-128334
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282896

## About

Milestone Asset Management Group was established in 2016 and operates from a single office in Avon, Connecticut. The firm is registered with the SEC as an investment adviser, serving a client base that includes high-net-worth individuals, pension plans, charitable organizations, and corporations. Its core offering combines discretionary portfolio management with holistic financial planning services. The firm provides investment advisory services across a range of asset classes, primarily constructing portfolios of equities, fixed income, and mutual funds. Milestone employs a fee-based compensation structure that aligns with its fiduciary duty to clients. While specific portfolio holdings or investment strategies are not publicly detailed, the firm's regulatory filings indicate it manages assets on a discretionary basis, tailoring allocations to individual client objectives rather than operating a pooled fund vehicle. Milestone Asset Management Group is headquartered in Avon, Connecticut, and serves clients primarily across the United States. Information regarding the firm's total regulatory assets under management, team size, or key investment personnel is not publicly disclosed. The firm maintains an online presence at milestoneamg.com, though detailed strategy commentary or performance data is not published. The firm's structural approach — a locally focused RIA serving both individual and institutional accounts without a publicly marketed fund complex — positions it within the fragmented landscape of independent wealth managers. Its fiduciary registration subjects it to SEC oversight, distinguishing its operational posture from unregistered family offices or unregulated investment pools.

## Questions

### Is Milestone Asset Management Group registered with the SEC?

Yes. Milestone operates as a registered investment adviser, which requires filing Form ADV with the SEC and adhering to fiduciary standards in managing client assets. This registration obligates the firm to disclose its advisory services, fee structure, and potential conflicts of interest, providing a layer of regulatory oversight distinct from unregistered entities.

### What types of clients does Milestone Asset Management Group serve?

The firm serves a mix of individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. This client composition is drawn from regulatory records describing the firm's advisory business, which spans both personal wealth management and institutional consulting relationships.

### Who are the key decision-makers at Milestone Asset Management Group?

The firm has not publicly disclosed the names of its founders, managing partners, or investment committee members. As a small, privately held advisory practice, personnel information is limited to what is listed in regulatory filings, which are filed at the firm level without always naming individual control persons in broadly searchable formats.

## Related profiles

- [Migros Ticaret](https://altss.com/profile/migros-ticaret)
- [Milestone International Holdings Group](https://altss.com/profile/milestone-international-holdings-group)

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Last updated: 2026-06-03T20:00:00.000Z

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