Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
474364162
SEC advisor number
801-106642
FINRA CRD number
277120
AUM ?
$263.19 mm
(as of 7 Feb 23)
Accounts
622
(as of 7 Feb 23)
Employees
4
(3 investment advisory or research)
Address
Milestone Advisory Partners
103 BRADFORD VILLAGE CT
SOUTHERN PINES
NC 28387
103 BRADFORD VILLAGE CT
SOUTHERN PINES
NC 28387
Phone
9106916100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21