MILESTONES PRIVATE INVESTMENT ADVISORS LLC

375 Woodcliff Drive
Fairport, New York 14450
Tel: 585-203-1956

About MILESTONES PRIVATE INVESTMENT ADVISORS LLC

MILESTONES PRIVATE INVESTMENT ADVISORS LLC, formally registered with the SEC as MILESTONES PRIVATE INVESTMENT ADVISORS LLC. The firm was established in 08/24/2017. They have over 1 offices throughout the country.

MILESTONES PRIVATE INVESTMENT ADVISORS LLC is a Fairport, New York based Financial Planning firm with nearly $175,299,498 assets under management, offering retirement planning & investment advisory services to 682 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289116
SEC#	801-111043
Assets Managed by Firm	$175,299,498
No. of Clients	682
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	682	$175,299,498
Individuals (other than high net worth individuals)	180	$43,629,350
High net worth individuals	59	$130,020,285
Corporations or other businesses	1	$1,649,863

More Retirement Planning firms in Fairport, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

Explore More Retirement Advisors in Fairport, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.