Overview
Assets Under Management: $175 million
Headquarters: FAIRPORT, NY
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
MILESTONES PRIVATE INVESTMENT ADVISORS 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 #289116), MILESTONES PRIVATE INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
MILESTONES PRIVATE INVESTMENT ADVISORS LLC is headquartered in FAIRPORT, NY.
MILESTONES PRIVATE INVESTMENT ADVISORS LLC serves 67 high-net-worth clients according to their SEC filing dated January 23, 2024. View client details ↓
According to their SEC Form ADV, MILESTONES PRIVATE INVESTMENT ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
MILESTONES PRIVATE INVESTMENT ADVISORS LLC manages $175 million in client assets according to their SEC filing dated January 23, 2024.
According to their SEC Form ADV, MILESTONES PRIVATE INVESTMENT ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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