MILESTONE FINANCIAL ASSOCIATES, LLC of MACUNGIE, PA is an SEC-registered investment adviser (CRD 336684). Regulatory assets under management: $654.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| David Samuel Coult | MEMBER; MEMBER/ CCO | — |
| Jordan Jeffrey Green | CHIEF COMPLIANCE OFFICER | — |
| 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 |