Milestone Asset Management Group Revenue

Financial Services • Avon, Connecticut, United States • 1-10 Employees

Milestone Asset Management Group revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Key Contact at Milestone Asset Management Group

Michael Mezheritskiy

President

Company overview

Headquarters	302 W. Main St., Ste. 206A, Avon, CT 06001, US
Phone number	+18602594800
Website	milestoneamg.com
NAICS	52
SIC	628
Keywords	Wealth Management, Retirement Planning, 401(K) Fiduciary Services, Hourly Financial Planning Services
Founded	2013
Employees	1-10
Socials

Milestone Asset Management Group Email Formats

Milestone Asset Management Group uses 2 email formats. The most common is {first initial} (e.g., j@milestoneamg.com), used 85.7% of the time.

Format	Example	Percentage
{first initial}	j@milestoneamg.com	85.7%
{first name}	john@milestoneamg.com	14.3%

About Milestone Asset Management Group

Milestone Asset Management Group is a Fee-Only wealth management firm based in Avon CT & Milford CT, that offers Financial Planning and Wealth Management services with a focus on individuals who are either retired or with in 10 years from retirement and have a minimum of $250,000 in investable assets.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Vice President

Employees by Department

Milestone Asset Management Group has 4 employees across 1 departments.

Departments

Number of employees

Funding Data

Milestone Asset Management Group has never raised funding before.

Milestone Asset Management Group Tech Stack

Discover the technologies and tools that power Milestone Asset Management Group's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

SiteGround

Hosting

Crisp Live Chat

Live chat

jQuery Mobile

Mobile frameworks

jQuery Migrate

JavaScript libraries

Yoast SEO Premium

SEO

jQuery

JavaScript libraries

Apple iCloud Mail

Webmail

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Google Analytics

Analytics

Frequently asked questions

Milestone Asset Management Group is located in Avon, Connecticut, US.

You can reach Milestone Asset Management Group at +18602594800.

Milestone Asset Management Group generates an estimated annual revenue of $513,330. This revenue figure reflects the company's market position and business performance in its industry.

Milestone Asset Management Group has an estimated valuation of $1,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Milestone Asset Management Group was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Milestone Asset Management Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Milestone Asset Management Group

Michael Mezheritskiy

President

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