The Milestone Group, Inc. is a large advisory firm based in Denver. It manages $2.71 billion of regulatory assets for 2,669 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, Arkansas, California, and 13 other states.
The Milestone Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Milestone Group, Inc. is $2.71 billion. The firm's AUM has grown by 298% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Milestone Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Scott Bradley Grauer is high net worth individuals with 848 clients and $1.96 billion of assets under management. Among the 7 most similar advisory firms, The Milestone Group has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $2.71 billion for 2,669 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
The Milestone Group doesn't advise any private funds.
The company employs 28 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. 18 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Scott Bradley Grauer has been acting as President since 1 Aug 2012. Christopher Cline Freimuth joined the executive team most recently as the Managing Director.
The principal office where The Milestone Group, Inc. performs its advisory services is located at 370 17 Th Street, Denver, CO 80202, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-539-0100 or by fax 303-539-0101. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at themilestonegroup.com.