SEC Form ADV

MILESTONE FINANCIAL ASSOCIATES, LLC

Registered Investment AdviserPA
$654.5M
Assets Under Management
1,988
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-336684
Location
MACUNGIE, PA
Filing Date
March 30, 2026
AUM
$654.5M
Total Clients
1,988
Amendment
No

About this Adviser

MILESTONE FINANCIAL ASSOCIATES, LLC is a registered investment adviser headquartered in MACUNGIE, PA, managing approximately $654.5M in assets across 1,988 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.