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MILESTONE FINANCIAL ASSOCIATES, LLC
CRD 336684 · SEC 801-133757
330 EAST MAIN STREET, MACUNGIE, PA, 18062, United States
Phone
6104218777
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$654.5M
Discretionary AUM
$654.5M
Team
12 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 433 | $175.4M |
| High net worth individuals | 185 | $458.7M |
| Pension/profit sharing plans | 18 | $7.3M |
| Corporations/business entities | 9 | $10.2M |
States served
DE, NJ, PA, SC, FL
All web addresses on file
Official SEC filing: View on IAPD