Milestones Private Investment Advisors LLC
Milestones Private Investment Advisors LLC is an SEC-registered mass-market adviser in Fairport, NY with $222.6M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Milestones Private Investment Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289116, SEC 801-111043, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $222.6M (2026-02-26)
- Firm type
- Mass-Market Adviser
- Location
- Fairport, NY
- Employees
- 3
- Clients
- 254
- CRD
- 289116
- Ownership
- ZGRAJEWICZ, EMILIE, SWAYZE; BUSCHER, MARK, THOMAS; PROCTOR, HEATHER, ANN
How much AUM does Milestones Private Investment Advisors LLC have?
Milestones Private Investment Advisors LLC reported $222.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Milestones Private Investment Advisors LLC?
Disclosed owners and executives of Milestones Private Investment Advisors LLC include ZGRAJEWICZ, EMILIE, SWAYZE, BUSCHER, MARK, THOMAS, PROCTOR, HEATHER, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.