Milestone Asset Management, LLC

Who works here

• AP
  Alan Laurin Pershing
• AC
  Austin Catania
• CC
  Calen K. Cummins
• CB
  Colin Charles Joseph Barcley
• JF
  Jared Foote
• MA
  Michael David Ausherman
• PR
  Patrick Thomas Reinheimer
• RB
  Richard Todd Baker
• TH
  Thomas Avery Hayes
• TH
  Thomas Brian Hayes
• WW
  Walter John West

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting
• Seminars and workshops

Milestone Asset Management, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

310441