|
⚲
|
| Keyboard |
| Milestones Private Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 289116 |
| SEC # | 801-111043 |
| CIK # | 0001726041 |
| AUM | 222.6 M (2026-02-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 585-203-1956 |
| Address | 375 Woodcliff Drive Fairport, NY 14450 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 3.2 | ||
| SPDR Gold Trust | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 44.6 |
| (b) Individuals (high net worth individuals) | 70 | 175.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 677 | 222.6 |
| By Discretionary | ||
| Discretionary | 369 | 142.6 |
| Non-Discretionary | 308 | 80.0 |
| Total | 677 | 222.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.6 | |
| Total | 677 | 222.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001726041] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Whalen Wealth Management Inc
✚
|
NV | 223.0 M |
|
Tortuga Wealth Management Inc
✚
|
CA | 222.9 M |
|
Three Peaks Capital Management LLC
✚
|
CO | 222.9 M |
|
Carey Consulting Wealth Management Inc
✚
|
CA | 222.8 M |
|
Innealta Capital LLC
✚
|
222.4 M | |
|
RWM Capital LLC
✚
|
TX | 222.4 M |
|
Capital Preservation Partners Inc
✚
|
NY | 222.4 M |
|
Kerusso Capital Management LLC
✚
|
NC | 222.4 M |
|
Sorrento Pacific Financial LLC
✚
|
CA | 222.3 M |
|
RWQ Financial Management Services Inc
✚
|
222.3 M |