MILESTONES PRIVATE INVESTMENT ADVISORS LLC
Firm details
- Headquarters
- FAIRPORT, New York
- CRD number
- 289116
- Registered since
- August 24, 2017
- Website
- www.milestones-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.95%
- Individuals20.06%
- Corporations / Businesses1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Milestones Private Investment Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC and founded in 2017. The firm is owned by an individual and serves both individual/family and institutional clients. Compensation mixes a standard percentage-of-AUM schedule with fixed-fee engagements. Core advisory capabilities include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Milestones does not position itself as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents12%
Owners & executives
1 of 1HEATHER PROCTOR
Chief Compliance Officer, Managing PartnerCRD 2320887
Contacts
1 of 1MARK BUSCHER
Managing PartnerCRD 4774058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$170M in ETFs
84%
$142M
14%
$27.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST UTILITIES ALPHADEX FUND (FXU) | First Trust | Passive | Utilities | $6.1M | 122,270 | 3.57% |
Location
FAIRPORT, NY
MONROE
Location
FAIRPORT, NY
Headquartered in FAIRPORT, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 375 Woodcliff Dr
- Time zone
- ET (UTC-5)
- Office locations
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