# MILESTONE FINANCIAL ASSOCIATES, LLC

MILESTONE FINANCIAL ASSOCIATES, LLC of MACUNGIE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 336684
- Type: SEC-registered investment adviser
- SEC file number: 801-133757
- 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)

| Name | Role | Location |
| --- | --- | --- |
| David Samuel Coult | MEMBER; MEMBER/ CCO | — |
| Jordan Jeffrey Green | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BETHLEHEM | PA | 1 | 610-421-8777 |
| ROYERSFORD | PA | 1 | 610-421-8777 |
| BETHLEHEM | PA | 1 | 610-421-8777 |
| ROYERSFORD | PA | 1 | 610-421-8777 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/336684/brochure
- Similar advisers: https://search.stillhousedata.com/firm/336684/similar
- Related entities: https://search.stillhousedata.com/firm/336684/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/336684

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.