MILESTONES PRIVATE INVESTMENT ADVISORS LLC
Tel: 585-203-1956 375 Woodcliff Drive Fairport, New York 14450
About MILESTONES PRIVATE INVESTMENT ADVISORS LLC
MILESTONES PRIVATE INVESTMENT ADVISORS LLC is a Fairport, New York based financial advisory firm with nearly $175,299,498 in assets under management and provides investment advisory services for 682 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
289116
Firm SEC#:
801-111043
Assets Under Management:
$175,299,498
No. of Clients:
682
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
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