MILESTONE FINANCIAL ASSOCIATES, LLC
CRD #336684 SEC #801-133757 MACUNGIE, PA 6104218777
SEC Registered
Total AUM
$591.7M
Discretionary
$591.7M
Employees
12
Clients
0
Accounts
1,822
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $591.7M | $591.7M | $0 | 12 | 0 |
| Aug 2025 | $0 | $0 | $0 | 1 | 0 |
| Jul 2025 | $0 | $0 | $0 | 1 | 0 |
| Jun 2025 | $0 | $0 | $0 | 1 | 0 |
| May 2025 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$591.7M
Discretionary$591.7M
Non-Disc.$0
Employees12
Clients0
DateAug 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0