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BETRO MILESZKO & COMPANY
BETRO MILESZKO & COMPANY, LLC
CRD 145184 · SEC 801-120782
30 MECHANIC STREET, FOXBORO, MA, 02035, United States
Phone
508-698-4949
Fax
508-698-3601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$144.8M
Discretionary AUM
$142.7M
Team
2 total employees; 1 advisory reps; 118 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $30.3M |
| High net worth individuals | 45 | $112.4M |
| Pension/profit sharing plans | 3 | $2.1M |
States served
MA
All web addresses on file
Official SEC filing: View on IAPD