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Milestones Private Investment Advisors LLC

● SEC registered since 2017CRD 289116SEC# 801-111043Fairport, NY
Export (members)
Reg. AUM
$198.1M
Employees
3
Accounts
666
Location
Fairport, NY

Milestones Private Investment Advisors LLC assets under management

Milestones Private Investment Advisors LLC is an SEC-registered investment adviser based in Fairport, NY. The firm has been registered since 2017. It reports $198.1 million in regulatory assets under management and employs 3 people.
www.milestones-advisors.comView on SEC.gov ↗

Milestones Private Investment Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Heather Ann Proctor ControlChief Compliance Officer And Principal50-75%2017
Mark Thomas Buscher ControlManaging Principal50-75%2017

Frequently asked questions

How much does Milestones Private Investment Advisors LLC manage?

Milestones Private Investment Advisors LLC reports $198.1 million in regulatory assets under management on its Form ADV.

How many employees does Milestones Private Investment Advisors LLC have?

Milestones Private Investment Advisors LLC reports 3 employees.

Where is Milestones Private Investment Advisors LLC located?

Milestones Private Investment Advisors LLC is based in Fairport, NY and has been SEC-registered since 2017.

Does Milestones Private Investment Advisors LLC disclose fund performance?

Milestones Private Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address375 Woodcliff Drive, Fairport, NY 14450
Phone585-203-1956
Fax585-203-1957
Office hours8:30 a.m. To 4 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1726041
Discloses disciplinary historyNo

Assets under management

Discretionary$105M
Non-discretionary$93.1M
Total (RAUM)$198.1M