SEC Form ADV

MILESTONE FINANCIAL ASSOCIATES, LLC

Firm profile: Milestone Financial Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserPA

$654.5M

Assets Under Management

1,988

Total Clients

Employees

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Registration Details

Accession: CRD-336684
Location: MACUNGIE, PA
Filing Date: March 30, 2026
AUM: $654.5M
Total Clients: 1,988
Institutional Clients: 18
Employees: 12
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansGovernment EntitiesOther AdvisersCorporations

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.

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