Overview
Assets Under Management: $175 million
Headquarters: FAIRPORT, NY
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.79
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 682
Discretionary Accounts: 335
Non-Discretionary Accounts: 347
Regulatory Filings
CRD Number: 289116
Last Filing Date: 2024-01-23 00:00:00
Website: https://milestones-advisors.com