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Betro Mileszko & Company, LLC (Foxboro)


Betro Mileszko & Company, LLC is an adviser based in Foxboro. It manages $50.17 million of regulatory assets for 223 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Massachusetts.

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Betro Mileszko & Company provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Betro Mileszko & Company: assets under management

The assets under management (AUM) of Betro Mileszko & Company, LLC is $50.17 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $50.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $224.96 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Betro Mileszko & Company, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Foxboro

The principal office where Betro Mileszko & Company, LLC performs its advisory services is located at 30 Mechanic Street, Foxboro, MA 02035, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-698-4949 or by fax 508-698-3601. The normal business hours are 9:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at www.betromileszko.com.


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