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
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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