John
Mileszko

Betro Mileszko & Company

CRD#1632677
Investment Advisor
in Foxboro, MA

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About this Advisor

John Mileszko is a financial advisor based in Foxboro, Massachusetts, working with Betro Mileszko & Company. John has previously held a position at Betro Mileszko & Company. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, John is part of Betro Mileszko & Company, which operates out of Foxboro, Massachusetts. The firm has 2 employees and manages assets totaling $131.8 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Betro Mileszko & Company includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

30 Mechanic Street
Foxboro, MA 02035

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Betro Mileszko & Company Brokerage Details

Total Assets Under Management

$131,840,236

MA Average: $16,012,751,954
Total Number of Employees

2

MA Average: 118
Total Number of Accounts

318

MA Average: 4,567
Average Account Size

$414,592

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

John Mileszko Work History

2007 - Present (17 years)

Betro Mileszko & Company

Disclosures

Please visit the SEC profile of John Mileszko to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Betro Mileszko & Company

John Mileszko
Foxboro, MA
Felix Betro
Foxboro, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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