Overview
Assets Under Management: $654 million
Headquarters: MACUNGIE, PA
High-Net-Worth Clients: 185
Average Client Assets: $2.5 million
Frequently Asked Questions
MILESTONE FINANCIAL ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336684), MILESTONE FINANCIAL ASSOCIATES, LLC is subject to fiduciary duty under federal law.
MILESTONE FINANCIAL ASSOCIATES, LLC is headquartered in MACUNGIE, PA.
MILESTONE FINANCIAL ASSOCIATES, LLC serves 185 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, MILESTONE FINANCIAL ASSOCIATES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MILESTONE FINANCIAL ASSOCIATES, LLC manages $654 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, MILESTONE FINANCIAL ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 185
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.08%
Average Client Assets: $2.5 million
Total Client Accounts: 1,988
Discretionary Accounts: 1,988
Regulatory Filings
CRD Number: 336684
Filing ID: 2081784
Last Filing Date: 2026-03-30 17:53:06