Miterko and Associates Email Format

Financial ServicesGeorgia, United States0-1 Employees

Miterko and Associates is a small financial services firm based in Roswell, Georgia, that provides independent due diligence services for alternative investments. Its work spans both public and private offerings across real estate, energy programs, private equity, and tax-oriented structures such as 1031 exchanges, DSTs, and OZs. The firm also provides due diligence outsourcing for BD/RIA channels, including initial program screenings, program reviews, sponsor/issuer reviews, ongoing monitoring, and compliance controls assessments.

In addition, it offers sponsor consulting to help structure disclosures and back-office controls in line with industry best practices. Independent due diligence is delivered as written, including executive summaries that outline potential strengths, weaknesses, and risk factors, along with qualitative and quantitative research and thorough reports; it also supports ongoing monitoring of public and private investments.

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