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CAPITAL DEVELOPERS, LLC

UUID0e44f450-f565-5b2e-b845-f2ef1c24de2f
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 292797 292797 1.0
sec_file_number 801-117021 801-117021

Profile

Websitehttps://www.linkedin.com/company/milestone-wealth-usa/
HQ CityGREENVILLE
HQ StateNC
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • MILESTONE WEALTH adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)198,440,788.0
  • RAUM (discretionary)197,055,979.0
  • Actionable assets145,442,501.0
  • Accounts646.0

Institutional Clients

  • Government AUM
  • Pension AUM0.0
  • Charitable AUM0.0
  • HNW AUM145,442,501.0

As of 2025-02-25 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.