Milestone Asset Management Group, Llc
- Regulatory AUM
- $309M
- Discretionary
- $299M
- Clients
- 214
- Avg AUM / client
- $1.4M
- Accounts
- 716
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 90 | $32.2M | 10.4% |
| High net worth individuals | 124 | $267M | 86.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $9.6M | 3.11% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael V Mezheritskiy | Managing Member And Cco | Feb 2016 (11y) | 75% or more | |
| Richard C Lo Presti | Registered representative | CFP | Aug 2018 (8y) | |
| Adam Benjamin Kalender | Registered representative | CFP | Jun 2023 (3y) | |
| Danielle Elandra Barbato | Registered representative | CFP | Sep 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/15/2026 | 932 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $299M (97% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 15, 2026.
View current Form ADV (SEC/IAPD) ↗