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Milestone Financial Associates, LLC

● SEC registered since 2025CRD 336684SEC# 801-133757MacUngie, PA
Export (members)
Reg. AUM
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Employees
1
Accounts
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Location
MacUngie, PA

Milestone Financial Associates, LLC assets under management

Milestone Financial Associates, LLC is an SEC-registered investment adviser based in MacUngie, PA. The firm has been registered since 2025. It employs 1 people.
www.milestonefa.comView on SEC.gov ↗

Milestone Financial Associates, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Samuel Coult ControlMember/ CcoOver 75%2025

Frequently asked questions

How many employees does Milestone Financial Associates, LLC have?

Milestone Financial Associates, LLC reports 1 employees.

Where is Milestone Financial Associates, LLC located?

Milestone Financial Associates, LLC is based in MacUngie, PA and has been SEC-registered since 2025.

Does Milestone Financial Associates, LLC disclose fund performance?

Milestone Financial Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address330 East Main Street, MacUngie, PA 18062
Phone6104218777
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo