MILESTONES PRIVATE INVESTMENT ADVISORS LLC
CRD #289116 SEC #801-111043 FAIRPORT, NY 585-203-1956
SEC Registered
Total AUM
$198.1M
Discretionary
$105M
Employees
3
Clients
10
Accounts
666
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $198.1M | $105M | $93.1M | 3 | 1 |
| Mar 2025 | $198.1M | $105M | $93.1M | 3 | 1 |
| Jan 2024 | $175.3M | $93.7M | $81.6M | 3 | 1 |
| Mar 2023 | $149.8M | $80.7M | $69.2M | 3 | 1 |
| Feb 2022 | $167.5M | $86.7M | $80.8M | 2 | 1 |
| Sep 2021 | $150.9M | $80.7M | $70.2M | 2 | 2 |
| Apr 2021 | $150.9M | $80.7M | $70.2M | 2 | 2 |
| Feb 2021 | $150.9M | $80.7M | $70.2M | 2 | 2 |
| Sep 2020 | $135.2M | $75.5M | $59.6M | 2 | 2 |
| Jun 2020 | $135.2M | $75.5M | $59.6M | 2 | 2 |
| Mar 2020 | $135.2M | $75.5M | $59.6M | 2 | 2 |
| Mar 2020 | $135.2M | $75.5M | $59.6M | 2 | 2 |
| Sep 2019 | $126M | $80.1M | $45.9M | 2 | 2 |
| Mar 2019 | $126M | $80.1M | $45.9M | 2 | 2 |
| Mar 2018 | $131.5M | $90.1M | $41.4M | 2 | 0 |
| Dec 2017 | $115.3M | $70.5M | $44.8M | 2 | 0 |
| Sep 2017 | $0 | $0 | $0 | 2 | 0 |
| Aug 2017 | $0 | $0 | $0 | 2 | 0 |
| Jul 2017 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$198.1M
Discretionary$105M
Non-Disc.$93.1M
Employees3
Clients1
DateMar 2025
Total AUM$198.1M
Discretionary$105M
Non-Disc.$93.1M
Employees3
Clients1
DateJan 2024
Total AUM$175.3M
Discretionary$93.7M
Non-Disc.$81.6M
Employees3
Clients1
DateMar 2023
Total AUM$149.8M
Discretionary$80.7M
Non-Disc.$69.2M
Employees3
Clients1
DateFeb 2022
Total AUM$167.5M
Discretionary$86.7M
Non-Disc.$80.8M
Employees2
Clients1
DateSep 2021
Total AUM$150.9M
Discretionary$80.7M
Non-Disc.$70.2M
Employees2
Clients2
DateApr 2021
Total AUM$150.9M
Discretionary$80.7M
Non-Disc.$70.2M
Employees2
Clients2
DateFeb 2021
Total AUM$150.9M
Discretionary$80.7M
Non-Disc.$70.2M
Employees2
Clients2
DateSep 2020
Total AUM$135.2M
Discretionary$75.5M
Non-Disc.$59.6M
Employees2
Clients2
DateJun 2020
Total AUM$135.2M
Discretionary$75.5M
Non-Disc.$59.6M
Employees2
Clients2
DateMar 2020
Total AUM$135.2M
Discretionary$75.5M
Non-Disc.$59.6M
Employees2
Clients2
DateMar 2020
Total AUM$135.2M
Discretionary$75.5M
Non-Disc.$59.6M
Employees2
Clients2
DateSep 2019
Total AUM$126M
Discretionary$80.1M
Non-Disc.$45.9M
Employees2
Clients2
DateMar 2019
Total AUM$126M
Discretionary$80.1M
Non-Disc.$45.9M
Employees2
Clients2
DateMar 2018
Total AUM$131.5M
Discretionary$90.1M
Non-Disc.$41.4M
Employees2
Clients0
DateDec 2017
Total AUM$115.3M
Discretionary$70.5M
Non-Disc.$44.8M
Employees2
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0