BETRO MILESZKO & COMPANY
BETRO MILESZKO & COMPANY, LLC Legal Name
Adviser information for BETRO MILESZKO & COMPANY last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Massachusetts, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 312 | $120.2M |
Non-Discretionary | 6 | $11.7M |
Total | 318 | $131.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 73 | $40.1M |
HNW Individuals | 41 | $80.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 6 | $11.7M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 120 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
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Compensation | % of AUM |
Identifiers
SEC RIA File Number | 801-120782 |
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SEC ERA File Number | 801-120782 |
SEC CIK Numbers | None |
SEC CRD Numbers | 145184 |
Legal Entity Identifier | None |
Principal Office
30 MECHANIC STREETFOXBORO
MA
United States
Monday - Friday, 9:00AM TO 6:00PM
Tel: 508-698-4949, Fax: 508-698-3601
Websites
Chief Compliance Officer
JOHN M. MILESZKO
MANAGING PARTNER
30 MECHANIC STREET
FOXBORO
MA
United States
Tel:
508-698-4949
Fax:
508-698-3601
J********@****************M
(Full email address available in API data)
Regulatory Contact
JOHN M. MILESZKO
MANAGING PARTNER
30 MECHANIC STREET
FOXBORO
MA
United States
Tel:
508-698-4949
Fax:
508-698-3601
J********@****************M
(Full email address available in API data)
Industry Affiliates
BETRO MILESZKO & COMPANY | Accountant or accounting firmLawyer or law firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MILESZKO, JOHN, MICHAEL | Individual | – | MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | 08/2007 | 50-75% |
BETRO, FELIX, SCHELLER | Individual | – | MANAGING MEMBER | 08/2007 | 50-75% |