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MILESTONES PRIVATE INVESTMENT ADVISORS LLC

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

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MILESTONES PRIVATE INVESTMENT ADVISORS LLC

MILESTONES PRIVATE INVESTMENT ADVISORS LLC is a Fairport, New York based financial advisory firm with nearly $175,299,498 in assets under management and provides investment advisory services for 682 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

289116

SEC#:

801-111043

No. of Clients:

682

Assets under Management

$175,299,498

No. of Advisors:

3

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