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, individual-owned RIA that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is registered with the SEC (registered in 2017) and serves both individual & family clients and institutional clients. Its client billing combines percentage-of-AUM and fixed fees, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

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
Managing PartnerCRD 4774058

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 81

Active vs passive

$168M in ETFs

Passive

79%

$133M

Active

16%

$35.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY)	First Trust	Passive	Large Value	$9.5M	117,367	5.66%

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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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