MILESTONE FINANCIAL ASSOCIATES, LLC

MILESTONE FINANCIAL ASSOCIATES, LLC of MACUNGIE, PA is an SEC-registered investment adviser (CRD 336684). Regulatory assets under management: $654.5M.

Registration

• CRD: 336684
• SEC file number: 801-133757
• Type: Registered investment adviser
• Location: 330 EAST MAIN STREET, MACUNGIE, PA, 18062
• Phone: 6104218777
• Latest filing: 2026-03-30
• Regulatory AUM: $654.5M
• Discretionary AUM: $654.5M
• Clients: 12
• Accounts: 1,988

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336684 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search