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BETRO MILESZKO & COMPANY
Legal name: BETRO MILESZKO & COMPANY, LLC
CRD 145184File 801-120782
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$144.8M
Bottom 25% of cohort (national)
Discretionary AUM
$142.7M
Non-discretionary $2.1M
Clients
118
319 accounts
Employees
2
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 12, 2021
- Principal office
- 30 MECHANIC STREET, FOXBORO, MA, 02035
- Phone
- 508-698-4949
- Website
- HTTP://WWW.BETROMILESZKO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $144.8M
- Discretionary AUM
- $142.7M
- Non-discretionary AUM
- $2.1M
- Discretionary accounts
- 316
- Non-discretionary accounts
- 3
- Total accounts
- 319
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 45 | $112.4M |
| Pension and profit sharing plans | 3 | $2.1M |
| Individuals (other than high net worth individuals) | 70 | $30.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.