SEC Form ADV · CIK 1726041

MILESTONES PRIVATE INVESTMENT ADVISORS LLC

Firm profile: Milestones Private Investment Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$222.6M

Assets Under Management

Total Clients

Employees

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Registration Details

CIK: 1726041
Accession: crd-289116
Location: FAIRPORT, NY
Filing Date: October 1, 2026
AUM: $222.6M
Total Clients: 1
Employees: 3
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

MILESTONES PRIVATE INVESTMENT ADVISORS LLC is a registered investment adviser headquartered in FAIRPORT, NY, managing approximately $222.6M in assets across 1 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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