Milestone Advisory Partners info
Milestone Advisory Partners (SEC CIK 1819679) first filed with the SEC on 2020-07-31 (Form 13F-HR) and has filed 24 times since, including 24 Form 13F-HR quarterly holdings reports. It is organized in NC and registered at 103 BRADFORD VILLAGE CT, SOUTHERN PINES, NC, 28387.
- Name: Value Milestone Advisory Partners.
- SEC CIK: Value 1819679.
- State of organization: Value NC.
- Business address: Value 103 BRADFORD VILLAGE CT, SOUTHERN PINES, NC, 28387.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Milestone Advisory Partners |
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| SEC CIK | 1819679 |
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| State of organization | NC |
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| Business address | 103 BRADFORD VILLAGE CT, SOUTHERN PINES, NC, 28387 |
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| Mailing address | 103 BRADFORD VILLAGE CT, SOUTHERN PINES, NC, 28387 |
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| Phone | 9106916100 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2020-07-31 (Form 13F-HR) |
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| Latest SEC filing | 2023-11-08 (Form 13F-HR) |
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| Filings on EDGAR | 24 |
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| First Form 13F-HR | 2020-07-31 (quarter ended 2019-12-31) |
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| Latest Form 13F-HR | 2023-11-08 (quarter ended 2023-09-30) |
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| Form 13F-HR filings | 24 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2023 | 4 | 4 |
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| 2022 | 4 | 4 |
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| 2021 | 4 | 4 |
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| 2020 | 12 | 12 |
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