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MILESTONE INVESTMENT ADVISORS, LLC

Investment AdviceMIDDLETON, WI

Assets Under Management

$824.2M

Total AUM

Donut chart: Discretionary 746.1M, Non-Discretionary 78.1M
Category	Value
Discretionary	746.1M
Non-Discretionary	78.1M

Adviser Information

Field	Value
CRD Number	168429
SEC Number	801-78337
Street Address	6702 STONEFIELD ROAD
Street Address 2	SUITE 201
Location	MIDDLETON, WI 53562
Country	United States
Phone	608-826-5730
Fax	608-826-5731
Total Employees	8

Client Count by Type (408 Total)

Horizontal bar chart: High Net Worth Individual… 205, Individuals (other than H… 197, Pension/Profit Sharing Pl… 6
Category	Value
High Net Worth Individual…	205
Individuals (other than H…	197
Pension/Profit Sharing Pl…	6

Milestone Investment Advisors, Llc, WI — Investment Adviser | BuildTrust