Milestone Financial Associates, LLC
Milestone Financial Associates, LLC is an SEC-registered wealth manager in Macungie, PA with $654.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Milestone Financial Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336684, SEC 801-133757, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $654.5M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Macungie, PA
- Employees
- 12
- Clients
- 645
- CRD
- 336684
- Ownership
- COULT, DAVID, SAMUEL
How much AUM does Milestone Financial Associates, LLC have?
Milestone Financial Associates, LLC reported $654.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Milestone Financial Associates, LLC?
Disclosed owners and executives of Milestone Financial Associates, LLC include COULT, DAVID, SAMUEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.