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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Milestones Private Investment Advisors LLC
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|---|---|
| CRD # | 289116 |
| SEC # | 801-111043 |
| CIK # | 0001726041 |
| AUM | $198.1 M (2025-03-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 585-203-1956 |
| Address | 375 Woodcliff Drive Fairport, NY 14450 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 42.2 |
| (b) Individuals (high net worth individuals) | 67 | 154.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 666 | 198.1 |
| By Discretionary | ||
| Discretionary | 331 | 105.0 |
| Non-Discretionary | 335 | 93.1 |
| Total | 666 | 198.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.1 | |
| Total | 666 | 198.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Developers LLC
✚
|
NC | 0.2 |
|
Astor Investment Management LLC
✚
|
IL | 0.2 |
|
Principium Investments LLC
✚
|
0.2 | |
|
Forest Asset Management LLC
✚
|
IL | 0.2 |
|
Easley Investment Consultants Inc
✚
|
MS | 0.2 |
|
Smith Bruer Advisors LLC
✚
|
FL | 0.2 |
|
Wellspring Advisors Inc
✚
|
OR | 0.2 |
|
Bonfire Financial LLC
✚
|
CO | 0.2 |
|
Eaglestone Wealth Advisors Inc
✚
|
MD | 0.2 |
|
Loomis Capital Management LP
✚
|
0.2 |