Milestone Asset Management Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Milestone Asset Management Group reports 214 clients. They include 124 high-net-worth individuals and 90 individual clients. Of its assets, 96.9% ($299M across 710 accounts) are managed with discretion; $9.6M across 6 accounts are not. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 10% |
| High-net-worth individuals | 58% | 86% |
| Pension and profit-sharing plans | Fewer than 5 | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 90 | $32.2M | 10.4% | $357K |
| High-net-worth individuals | 124 | $267M | 86.5% | $2.15M |
| Pension and profit-sharing plans | Fewer than 5 | $9.6M | 3.1% | — |
| Total | 214 | $309M | 100% | — |
- Clients
- 90
- Regulatory AUM
- $32.2M
- AUM share
- 10.4%
- Avg. per client
- $357K
- Clients
- 124
- Regulatory AUM
- $267M
- AUM share
- 86.5%
- Avg. per client
- $2.15M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.6M
- AUM share
- 3.1%
- Avg. per client
- —
Total
- Clients
- 214
- Regulatory AUM
- $309M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Milestone Asset Management Group charges 0.90%–1.20% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fixed Fee
- Financial planning is generally a fixed fee from $2,000 to $15,000, negotiable.
- Financial Planning Hourly Fee
- Financial planning is billed hourly at $150 to $300 an hour, depending on complexity, and may be negotiable.
Michael Mezheritskiy owns 75% or more of Milestone Asset Management Group. It has 7 employees, 4 of them in advisory roles.
Leadership
- Michael MezheritskiyManaging Member and CCO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Danielle Elandra Barbato
- Adam Benjamin Kalender
- Richard C LoPresti
- Michael V Mezheritskiy
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 75% or more of Milestone Asset Management Group, LLC
Michael Mezheritskiy
Control person · since February 2016
Milestone Asset Management Group’s regulatory assets grew 2.7× from $114M (July 2023) to $309M (September 2026); clients rose from 127 to 214 and employees from 3 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $309M | 214 | 7 | 3 |
| February 2025 | $223M | 187 | 3 | 3 |
| February 2024 | $158M | 164 | 3 | 3 |
| July 2023 | $114M | 127 | 3 | 3 |
Besides its headquarters, Milestone Asset Management Group has 2 offices, with 3 listed addresses in Connecticut and New York.
Connecticut · 2 listed addresses
- 302 West Main Street, Suite 206b, AvonHQ
- 55 Cherry Street, #1, Milford
New York · 1 listed address
- 250 West Nyack Road, West Nyack
Contact and registration details
- Legal name
- Milestone Asset Management Group, LLC
- Headquarters
- 302 West Main Street, Suite 206b, Avon, CT 06001
- Website
- milestoneamg.com
- Phone
- 860-259-4800
- SEC file
- 801-128334
- Founded
- 2016
- Structure
- Connecticut LLC
- Fiscal year end
- December
Milestone Asset Management Group uses Fidelity ($299M) as custodian for its separately managed accounts. Milestone Asset Management Group does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $299M100%
At year end, Milestone Asset Management Group’s separately managed accounts were mostly in funds (68%) and bonds (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $199M across 133 positions; the largest are Invesco Qqq TR (5.1%), Vanguard Index Fds (4.6%) and Galaxy Digital Inc.. (3.9%).
What the accounts hold
- Stocks10%
- Funds68%
- Bonds22%
- U.S. government and agency bonds20%
- High-yield corporate bonds2%
Reported 13F holdings
- $199M
- Reported 13F value
- 133
- Positions
- 34.1%
- In the 10 largest
- +16.1%
- Value vs. prior quarter
- Invesco Qqq TR · Unit Ser 15.1%
- Vanguard Index Fds · S&P 500 ETF Shs4.6%
- Galaxy Digital Inc.. · CL A3.9%
- Vanguard World FD · Mega Grwth Ind3.3%
- Apple Inc.3.3%
- Rtx Corporation3.0%
- iShares TR · Core S&P500 ETF3.0%
- Vanguard World FD · Mega Cap Val ETF2.8%
- Schwab Strategic TR · US Lcap GR ETF2.6%
- SPDR Series Trust · State Street Spd2.5%
Together, the ten largest are 34.1% of reported value.
How many clients does Milestone Asset Management Group have?
Milestone Asset Management Group has 214 clients and manages $309 million for them, as of September 2026. They include 124 high-net-worth individuals and 90 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 September 2026
What services does Milestone Asset Management Group offer?
Milestone Asset Management Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Milestone Asset Management Group charge?
Milestone Asset Management Group charges 0.90%–1.20% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Milestone Asset Management Group use?
Milestone Asset Management Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $299M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 September 2026
How many financial advisors does Milestone Asset Management Group have?
Milestone Asset Management Group has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Milestone Asset Management Group invest in?
At the end of its last fiscal year, Milestone Asset Management Group’s separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 20% U.S. government and agency bonds, 10% exchange-traded equities and 2% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Milestone Asset Management Group?
Milestone Asset Management Group’s direct owner is Michael Mezheritskiy (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 September 2026
How does Milestone Asset Management Group get paid?
Milestone Asset Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Milestone Asset Management Group?
Milestone Asset Management Group’s main office is at 302 West Main Street, Suite 206b, Avon, CT 06001. Its phone number is 860-259-4800. Its website is milestoneamg.com.