Key facts
- MILESTONE FINANCIAL PLANNING, LLC is a other based in BEDFORD, NH.
- MILESTONE FINANCIAL PLANNING, LLC reports $446K in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 283439- Regulatory AUM
- $446K
- Private fund assets
- —
- Private funds
- —
- Staff
- 23
- Registered office
- BEDFORD, NH
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for MILESTONE FINANCIAL PLANNING, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is MILESTONE FINANCIAL PLANNING, LLC's AUM?
- MILESTONE FINANCIAL PLANNING, LLC manages approximately $446K in assets.