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Building 2MILESTONES PRIVATE INVESTMENT ADVISORS LLC

Map pinFAIRPORT, NY
Phone585-203-1956
NotebookSEC #801-111043
Total AUM
$222.6M
Employees
3
Clients
254

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
375 WOODCLIFF DRIVE
FAIRPORT
NY 14450
United States
Operating Hours
8:30 AM TO 4 PM
Monday - Friday
Phone
585-203-1956

ReceiptFinancials

Total AUM
$222.6M
Accounts
677
Discretionary
$142.6M
Accounts
369
Non-Discretionary
$80M
Accounts
308

ContactClients

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Individual Clients
183
AUM
$44.6M
HNW Individual Clients
70
AUM
$175.8M
Corporation or Business Clients
1
AUM
$2.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLNENYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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