MILESTONE INVESTMENT ADVISORS, LLC
SEC file number 801-78337
· MIDDLETON, WI
https://milestoneinternet.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$782.6M
Discretionary AUM
$710.3M
Employees
6
Clients
—
Firm
- Address
- 6702 STONEFIELD ROAD
MIDDLETON, WI 53562 - Phone
- —
- Website
- https://milestoneinternet.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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Advisers Investment Trust · D · Feb 6, 2026
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Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
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Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M
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Advisers Investment Trust · D · Feb 6, 2025