Milestone Advisory Partners is based out of Southern Pines. Milestone Advisory Partners is a large advisory firm with 193 clients and discretionary assets under management (AUM) of $234,197,646 (Form ADV from 2020-05-06). Their last reported 13F filing for Q2 2020 included $170,080,000 in managed 13F securities and a top 10 holdings concentration of 70.17%. Milestone Advisory Partners's largest holding is Vanguard Intermediate-Term Bond ETF with shares held of 197,694. Whalewisdom has at least 11 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Limited Liability Company|
|Number of employees:||4|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management|
|Amount of client funds and securities:|
|Total Number of Clients:||193|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|