MILESTONE FINANCIAL ASSOCIATES, LLC
SEC Form ADV profile.
Total regulatory AUM
$654,492,629
Discretionary
$654,492,629
Non-discretionary
$0
Firm details
- CRD number
- 336684
- SEC file number
- 801-133757
- Main office
- MACUNGIE, PA, United States
- Employees
- 12
- SEC status
- Approved
- Website
- https://www.milestonefa.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.