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Building 2MILESTONE FINANCIAL ASSOCIATES, LLC

Map pinMACUNGIE, PA
Phone6104218777
NotebookSEC #801-133757
Total AUM
$654.5M
Employees
12
Clients
647

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 EAST MAIN STREET
MACUNGIE
PA 18062
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
6104218777
Other Offices
2

ReceiptFinancials

Total AUM
$654.5M
Accounts
1,988
Discretionary
$654.5M
Accounts
1,988
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
433
AUM
$175.4M
HNW Individual Clients
185
AUM
$458.7M
Pension/Profit Sharing Plan Clients
18
AUM
$7.3M
Government Entity Clients
1
AUM
$2.4M
Investment Advisor Clients
1
AUM
$562.1K
Corporation or Business Clients
9
AUM
$10.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLNJPASC

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

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