Allocator Index · CRD 283439
MILESTONE FINANCIAL PLANNING, LLC
Bedford, NH · 603-589-8010 · twitter.com/milestonefp
Fit score
54
- aum $250M-$3.0B+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
180
Other individuals
77
HNW assets
$540.2M
Total AUM
$590.3M
Employees
23
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.