MILESTONES PRIVATE INVESTMENT ADVISORS LLC
Investment Advice|FAIRPORT, NY|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$198.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 105.0M |
| Non-Discretionary | 93.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 289116 |
| SEC Number | 801-111043 |
| Street Address | 375 WOODCLIFF DRIVE |
| Location | FAIRPORT, NY 14450 |
| Country | United States |
| Phone | 585-203-1956 |
| Fax | 585-203-1957 |
| Total Employees | 3 |
Client Count by Type (257 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 189 |
| High Net Worth Individual… | 67 |
| Corporations/Businesses | 1 |
Community Partners
CITY OF ROCHESTER
TOWN OF CLARKSON
TOWN OF HAMLIN
TOWN OF HENRIETTA
TOWN OF IRONDEQUOIT
TOWN OF MENDON
TOWN OF OGDEN
TOWN OF PARMA
TOWN OF PENFIELD
TOWN OF PERINTON
TOWN OF PITTSFORD
TOWN OF RIGA
TOWN OF RUSH
TOWN OF SWEDEN
TOWN OF WEBSTER
TOWN OF WHEATLAND
VILLAGE OF BROCKPORT
VILLAGE OF CHURCHVILLE
VILLAGE OF EAST ROCHESTER
VILLAGE OF FAIRPORT
CITY OF ROCHESTER
TOWN OF CLARKSON
TOWN OF HAMLIN
TOWN OF HENRIETTA
TOWN OF IRONDEQUOIT
TOWN OF MENDON
TOWN OF OGDEN
TOWN OF PARMA
TOWN OF PENFIELD
TOWN OF PERINTON
TOWN OF PITTSFORD
TOWN OF RIGA
TOWN OF RUSH
TOWN OF SWEDEN
TOWN OF WEBSTER
TOWN OF WHEATLAND
VILLAGE OF BROCKPORT
VILLAGE OF CHURCHVILLE
VILLAGE OF EAST ROCHESTER
VILLAGE OF FAIRPORT
CITY OF ROCHESTER
TOWN OF CLARKSON
TOWN OF HAMLIN
TOWN OF HENRIETTA
TOWN OF IRONDEQUOIT
TOWN OF MENDON
TOWN OF OGDEN
TOWN OF PARMA
TOWN OF PENFIELD
TOWN OF PERINTON
TOWN OF PITTSFORD
TOWN OF RIGA
TOWN OF RUSH
TOWN OF SWEDEN
TOWN OF WEBSTER
TOWN OF WHEATLAND
VILLAGE OF BROCKPORT
VILLAGE OF CHURCHVILLE
VILLAGE OF EAST ROCHESTER
VILLAGE OF FAIRPORT
Municipal Government
26 Active
26
Organizations
BARNARD FIRE DISTRICT
BROCKPORT FIRE DISTRICT
FAIRPORT PUBLIC LIBRARY
GENESEE FINGER LAKES REGIONAL PLANNING C
GENESEE VALLEY REGIONAL MARKET AUTHORITY
HAMLIN MORTON WALKER FIRE DISTRICT
HENRIETTA FIRE DISTRICT
HILTON-PARMA FIRE DISTRICT
IRONDEQUOIT FIRE DISTRICT
LAURELTON FIRE DISTRICT
MENDON FIRE DISTRICT
MONROE COUNTY WATER AUTHORITY
MUMFORD FIRE DISTRICT
NORTH EAST JOINT FIRE DISTRICT
PENFIELD FIRE DISTRICT
PITTSFORD FIRE DISTRICT
RIDGE CULVER FIRE DISTRICT
RUSH FIRE DISTRICT
SAINT PAUL BOULEVARD FIRE DISTRICT
SPENCERPORT FIRE DISTRICT
BARNARD FIRE DISTRICT
BROCKPORT FIRE DISTRICT
FAIRPORT PUBLIC LIBRARY
GENESEE FINGER LAKES REGIONAL PLANNING C
GENESEE VALLEY REGIONAL MARKET AUTHORITY
HAMLIN MORTON WALKER FIRE DISTRICT
HENRIETTA FIRE DISTRICT
HILTON-PARMA FIRE DISTRICT
IRONDEQUOIT FIRE DISTRICT
LAURELTON FIRE DISTRICT
MENDON FIRE DISTRICT
MONROE COUNTY WATER AUTHORITY
MUMFORD FIRE DISTRICT
NORTH EAST JOINT FIRE DISTRICT
PENFIELD FIRE DISTRICT
PITTSFORD FIRE DISTRICT
RIDGE CULVER FIRE DISTRICT
RUSH FIRE DISTRICT
SAINT PAUL BOULEVARD FIRE DISTRICT
SPENCERPORT FIRE DISTRICT
BARNARD FIRE DISTRICT
BROCKPORT FIRE DISTRICT
FAIRPORT PUBLIC LIBRARY
GENESEE FINGER LAKES REGIONAL PLANNING C
GENESEE VALLEY REGIONAL MARKET AUTHORITY
HAMLIN MORTON WALKER FIRE DISTRICT
HENRIETTA FIRE DISTRICT
HILTON-PARMA FIRE DISTRICT
IRONDEQUOIT FIRE DISTRICT
LAURELTON FIRE DISTRICT
MENDON FIRE DISTRICT
MONROE COUNTY WATER AUTHORITY
MUMFORD FIRE DISTRICT
NORTH EAST JOINT FIRE DISTRICT
PENFIELD FIRE DISTRICT
PITTSFORD FIRE DISTRICT
RIDGE CULVER FIRE DISTRICT
RUSH FIRE DISTRICT
SAINT PAUL BOULEVARD FIRE DISTRICT
SPENCERPORT FIRE DISTRICT
Special District
21 Active
21
Organizations
BOARD OF COOP EDUCATIONAL SRVCS OF THE SEC SUPERVISORY DIST OF MONROE & ORLEANS COUNTIES
BOCES/#1 MONROE
BRIGHTON CENTRAL SCH DISTRICT
BROCKPORT CENTRAL SCH DIST
CHURCHVILLE CHILI CENTRAL SCHOOL DISTRICT
CHURCHVILLE CHILI CTL SCH DIST
EAST IRONDEQUOIT CENTRAL SCH DIST
EAST ROCHESTER UF SCHOOL DIST
FAIRPORT CENTRAL SCHOOL DIST
GATES CHILI CTL SCHOOL DIST
GREECE CENTRAL SCH DIST
HILTON CENTRAL SCH DIST
HONEOYE FALLS-LIMA CENTRAL SCH DIST
PENFIELD CENTRAL SCHOOL
PITTSFORD CENTRAL SCH
ROCHESTER CITY SCH DIST
RUSH-HENRIETTA CENTRAL SCH DIST
RUSH HENRIETTA CSD
SPENCERPORT CENTRAL SCH
WEBSTER CENTRAL SCH DIST
BOARD OF COOP EDUCATIONAL SRVCS OF THE SEC SUPERVISORY DIST OF MONROE & ORLEANS COUNTIES
BOCES/#1 MONROE
BRIGHTON CENTRAL SCH DISTRICT
BROCKPORT CENTRAL SCH DIST
CHURCHVILLE CHILI CENTRAL SCHOOL DISTRICT
CHURCHVILLE CHILI CTL SCH DIST
EAST IRONDEQUOIT CENTRAL SCH DIST
EAST ROCHESTER UF SCHOOL DIST
FAIRPORT CENTRAL SCHOOL DIST
GATES CHILI CTL SCHOOL DIST
GREECE CENTRAL SCH DIST
HILTON CENTRAL SCH DIST
HONEOYE FALLS-LIMA CENTRAL SCH DIST
PENFIELD CENTRAL SCHOOL
PITTSFORD CENTRAL SCH
ROCHESTER CITY SCH DIST
RUSH-HENRIETTA CENTRAL SCH DIST
RUSH HENRIETTA CSD
SPENCERPORT CENTRAL SCH
WEBSTER CENTRAL SCH DIST
BOARD OF COOP EDUCATIONAL SRVCS OF THE SEC SUPERVISORY DIST OF MONROE & ORLEANS COUNTIES
BOCES/#1 MONROE
BRIGHTON CENTRAL SCH DISTRICT
BROCKPORT CENTRAL SCH DIST
CHURCHVILLE CHILI CENTRAL SCHOOL DISTRICT
CHURCHVILLE CHILI CTL SCH DIST
EAST IRONDEQUOIT CENTRAL SCH DIST
EAST ROCHESTER UF SCHOOL DIST
FAIRPORT CENTRAL SCHOOL DIST
GATES CHILI CTL SCHOOL DIST
GREECE CENTRAL SCH DIST
HILTON CENTRAL SCH DIST
HONEOYE FALLS-LIMA CENTRAL SCH DIST
PENFIELD CENTRAL SCHOOL
PITTSFORD CENTRAL SCH
ROCHESTER CITY SCH DIST
RUSH-HENRIETTA CENTRAL SCH DIST
RUSH HENRIETTA CSD
SPENCERPORT CENTRAL SCH
WEBSTER CENTRAL SCH DIST
School District
23 Active
23
Organizations
585 PUPS Inc
9 Mile Point Club Inc
AACE INTERNATIONAL
AAVIA FOUNDATION FOR THE HEALTH OF BOLIVIAN CHILDREN INC
Abilities Movement Inc
ACCELERATING CATHOLIC CHURCH REFORM
ACKERMAN FAMILY FOUNDATION INC
ADDING CANDLES INC
AD HOC MUSIC
ADIRONDACK WILDERNESS ADOVOCATES INC
ADVENTURESINLOVE4ANDIE MEMORIAL FUND
AFRIKUUMBA DANCE AND DRUM INC
Agape Counseling Associates Inc
AGLOW INTERNATIONAL
AGT TTEE UA NAVIGATION TRUST 14-313680
AHEPA 67 APARTMENTS
AHEPA ROCHESTER FOUNDATION
AH FOX COLLECTORS ASSOCIATION INC
aHUS Foundation Inc
AIME INC
585 PUPS Inc
9 Mile Point Club Inc
AACE INTERNATIONAL
AAVIA FOUNDATION FOR THE HEALTH OF BOLIVIAN CHILDREN INC
Abilities Movement Inc
ACCELERATING CATHOLIC CHURCH REFORM
ACKERMAN FAMILY FOUNDATION INC
ADDING CANDLES INC
AD HOC MUSIC
ADIRONDACK WILDERNESS ADOVOCATES INC
ADVENTURESINLOVE4ANDIE MEMORIAL FUND
AFRIKUUMBA DANCE AND DRUM INC
Agape Counseling Associates Inc
AGLOW INTERNATIONAL
AGT TTEE UA NAVIGATION TRUST 14-313680
AHEPA 67 APARTMENTS
AHEPA ROCHESTER FOUNDATION
AH FOX COLLECTORS ASSOCIATION INC
aHUS Foundation Inc
AIME INC
585 PUPS Inc
9 Mile Point Club Inc
AACE INTERNATIONAL
AAVIA FOUNDATION FOR THE HEALTH OF BOLIVIAN CHILDREN INC
Abilities Movement Inc
ACCELERATING CATHOLIC CHURCH REFORM
ACKERMAN FAMILY FOUNDATION INC
ADDING CANDLES INC
AD HOC MUSIC
ADIRONDACK WILDERNESS ADOVOCATES INC
ADVENTURESINLOVE4ANDIE MEMORIAL FUND
AFRIKUUMBA DANCE AND DRUM INC
Agape Counseling Associates Inc
AGLOW INTERNATIONAL
AGT TTEE UA NAVIGATION TRUST 14-313680
AHEPA 67 APARTMENTS
AHEPA ROCHESTER FOUNDATION
AH FOX COLLECTORS ASSOCIATION INC
aHUS Foundation Inc
AIME INC
Nonprofit Organization
1456 Active
1456
Organizations
Community Partners120 organizations
TOWN OF CLARKSON
Municipal Government·CLARKSON
TOWN OF PERINTON
Municipal Government·FAIRPORT
TOWN OF RUSH
Municipal Government·RUSH
VILLAGE OF CHURCHVILLE
Municipal Government·CHURCHVILLE
VILLAGE OF PITTSFORD
Municipal Government·PITTSFORD
VILLAGE OF SCOTTSVILLE
Municipal Government·SCOTTSVILLE
VILLAGE OF SPENCERPORT
Municipal Government·SPENCERPORT
BROCKPORT FIRE DISTRICT
Special District·BROCKPORT
GENESEE VALLEY REGIONAL MARKET AUTHORITY
Special District·ROCHESTER
HAMLIN MORTON WALKER FIRE DISTRICT
Special District·HAMLIN
HENRIETTA FIRE DISTRICT
Special District·WEST HENRIETTA
IRONDEQUOIT FIRE DISTRICT
Special District·ROCHESTER
MENDON FIRE DISTRICT
Special District·MENDON
PENFIELD FIRE DISTRICT
Special District·PENFIELD
RUSH FIRE DISTRICT
Special District·RUSH
SPENCERPORT FIRE DISTRICT
Special District·SPENCERPORT
WEBSTER WEST FIRE DISTRICT
Special District·WEBSTER
BOARD OF COOP EDUCATIONAL SRVCS OF THE SEC SUPERVISORY DIST OF MONROE & ORLEANS COUNTIES
School District·SPENCERPORT
BOCES/#1 MONROE
School District·FAIRPORT
CHURCHVILLE CHILI CENTRAL SCHOOL DISTRICT
School District·CHURCHVILLE
RUSH HENRIETTA CSD
School District·HENRIETTA
WHEATLAND CHILI CENTRAL SCHOOL DISTRICT
School District·SCOTTSVILLE
585 PUPS Inc
Nonprofit Organization·East Rochester
9 Mile Point Club Inc
Nonprofit Organization·Webster
AACE INTERNATIONAL
Nonprofit Organization·Pittsford
AAVIA FOUNDATION FOR THE HEALTH OF BOLIVIAN CHILDREN INC
Nonprofit Organization·FAIRPORT
Abilities Movement Inc
Nonprofit Organization·Fairport
ACCELERATING CATHOLIC CHURCH REFORM
Nonprofit Organization·Pittsford
ACKERMAN FAMILY FOUNDATION INC
Nonprofit Organization·MENDON
ADDING CANDLES INC
Nonprofit Organization·Fairport
AD HOC MUSIC
Nonprofit Organization·Fairport
ADIRONDACK WILDERNESS ADOVOCATES INC
Nonprofit Organization·Honeoye Falls
ADVENTURESINLOVE4ANDIE MEMORIAL FUND
Nonprofit Organization·Hilton
AFRIKUUMBA DANCE AND DRUM INC
Nonprofit Organization·Penfield
Agape Counseling Associates Inc
Nonprofit Organization·Penfield
AGLOW INTERNATIONAL
Nonprofit Organization·FAIRPORT
AGT TTEE UA NAVIGATION TRUST 14-313680
Nonprofit Organization·PITTSFORD
AHEPA 67 APARTMENTS
Nonprofit Organization·WEBSTER
AHEPA ROCHESTER FOUNDATION
Nonprofit Organization·WEBSTER
AH FOX COLLECTORS ASSOCIATION INC
Nonprofit Organization·FAIRPORT
aHUS Foundation Inc
Nonprofit Organization·Penfield
AIME INC
Nonprofit Organization·Pittsford
AIRDALE FLYING CLUB
Nonprofit Organization·Churchville
ALBION BETTERMENT COMMITTEE
Nonprofit Organization·Spencerport
Alive Well NY Inc
Nonprofit Organization·Webster
ALLERGY ADVOCACY ASSOCIATION INC
Nonprofit Organization·BROCKPORT
Allyn's Creek Garden Club Inc
Nonprofit Organization·Honeoye Falls
ALPHA LAMBDA DELTA
Nonprofit Organization·Fairport
ALPHA OMEGA INTERNATIONAL DENTAL FRATERNITY
Nonprofit Organization·Fairport
ALPHA PHI OMEGA
Nonprofit Organization·Brockport
ALTRUSA INTERNATIONAL FOUNDATION INC
Nonprofit Organization·Webster
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Webster
ALUMNI ASSOC OF THE STATE UNIVERSITY AT
Nonprofit Organization·BROCKPORT
ALZHEIMERS RESEARCH INITIATIVE INC
Nonprofit Organization·Pittsford
AMADEUS CHORALE INC
Nonprofit Organization·Brockport
AMBER LIGHT INTERNATIONAL INC
Nonprofit Organization·PITTSFORD
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN FAIRPORT AREA BRANCH
Nonprofit Organization·Honeoye Falls
AMERICAN CENTER FOR OPTICS
Nonprofit Organization·FAIRPORT
AMERICAN COLLEGE OF HEALTH CARE
Nonprofit Organization·WEBSTER
American Federation of Teacher
Nonprofit Organization·Fairport
American Federation of Teachers
Nonprofit Organization·Spencerport
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Churchville
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Fairport
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Spencerport
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Honeoye Falls
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Honeoye Falls
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Honeoye Falls
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Brockport
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Fairport
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Scottsville
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Spencerport
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Fairport