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| Milestones Private Investment Advisors LLC
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|
|---|---|
| CRD # | 289116 |
| SEC # | 801-111043 |
| CIK # | |
| AUM | $149.8 MM (2023-03-14) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 585-203-1956 |
| Address | 375 Woodcliff Drive Fairport, NY 14450 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 166 | 36.7 |
| (b) Individuals (high net worth individuals) | 49 | 111.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 627 | 149.8 |
| By Discretionary | ||
| Discretionary | 317 | 80.7 |
| Non-Discretionary | 310 | 69.2 |
| Total | 627 | 149.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.8 | |
| Total | 627 | 149.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Madrone Investment Advisory LLC
✚
|
CA | 0.2 |
|
Dean Wealth Partners LLC
✚
|
TX | 0.2 |
|
Castleton Partners LLC
✚
|
NY | 0.2 |
|
Cypress Capital Group Inc
✚
|
FL | 0.2 |
|
Barnstone Advisors LLC
✚
|
PA | 0.1 |
|
Cerasus Advisors Inc
✚
|
FL | 0.1 |
|
Pilotage Private Wealth AG
✚
|
0.1 | |
|
Cap Partners LLC
✚
|
TN | 0.1 |
|
Argyle Capital Partners LLC
✚
|
CA | 0.1 |
|
Sage Investment Advisers LLC
✚
|
NY | 0.1 |