Milestone Investments, Inc., NC — Investment Adviser | BuildTrust

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MILESTONE INVESTMENTS, INC.

Investment AdviceCHARLOTTE, NC

Assets Under Management

$227.5M

Total AUM

Donut chart: Non-Discretionary 227.5M
Category	Value
Non-Discretionary	227.5M

Adviser Information

Field	Value
CRD Number	47090
SEC Number	801-123585
Street Address	10700 SIKES PLACE
Street Address 2	SUITE 315
Location	CHARLOTTE, NC 28277-0729
Country	United States
Phone	704-716-2749
Fax	704-716-2748
Total Employees	2
Business Types	broker_dealer, insurance_broker

Client Count by Type (88 Total)

Horizontal bar chart: Individuals (other than H… 48, High Net Worth Individual… 20, Pension/Profit Sharing Pl… 20
Category	Value
Individuals (other than H…	48
High Net Worth Individual…	20
Pension/Profit Sharing Pl…	20