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MILESTONES PRIVATE INVESTMENT ADVISORS LLC

CRD 289116 · SEC 801-111043

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375 WOODCLIFF DRIVE, FAIRPORT, NY, 14450, United States

Phone

585-203-1956

Fax

585-203-1957

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$222.6M

Discretionary AUM

$142.6M

Team

3 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals183$44.6M
High net worth individuals70$175.8M
Corporations/business entities1$2.2M

States served

DE, NE, NY, TX, FL

All web addresses on file

Official SEC filing: View on IAPD