MILESTONE CONSULTANTS, INC.

MILESTONE CONSULTANTS, INC. is an SEC-registered investment adviser (CRD 286406). Regulatory assets under management: $17.9M.

Registration

• CRD: 286406
• Type: Registered investment adviser
• Phone: 585-228-2558
• Latest filing: 2026-01-07
• Regulatory AUM: $17.9M
• Discretionary AUM: $15.8M
• Non-discretionary AUM: $2.1M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286406 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search