Milestones Private Investment Advisors LLC

RIASEC Registered
Total AUM
$223M
Discretionary
$143M
64% of AUM
Avg account
$329K
Accounts
677
Employees
3
Advisory reps
2

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

FINTRX

Overview

Milestones Private Investment Advisors LLC is an independent, limited liability investment adviser that registered with the SEC in 2017. The firm is owner-managed and serves both individual/family and institutional clients. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm does not identify as an active ESG investor and is not characterized as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Public Funds/Mutual Funds 13%, Cash & Cash Equivalents 12%75%
  • Exchange Traded Equities75%
  • Public Funds/Mutual Funds13%
  • Cash & Cash Equivalents12%

Owners & executives

1 of 1

  • Heather Proctor

    Chief Compliance Officer, Managing PartnerCRD 2320887

Contacts

1 of 1
  • Mark Buscher

    Mark Buscher

    Managing PartnerCRD 4774058

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 81

Active vs passive

$168M in ETFs

Passive

79%

$133M

Active

16%

$35.5M

ETFProviderStyleCategoryValueShares% of portfolio
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY)First TrustPassiveLarge Value$9.5M117,3675.66%
Unlock additional holdings →

Location

Primary office

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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