MILESTONES PRIVATE INVESTMENT ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$222,621,943
Discretionary
$142,629,880
Non-discretionary
$79,992,063
Firm details
- CRD number
- 289116
- SEC file number
- 801-111043
- Main office
- FAIRPORT, NY, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.