Milestones Private Investment Advisors

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Milestones Private Investment Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Fairport, NY, US

Alternative Asset Classes

-

About

Milestones Private Investment Advisors is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include asset management, financial planning, portfolio management, retirement planning and pension consulting services to individuals, high-net-worth individuals, families, partnerships, trusts, corporations, estates, foundations and charitable organizations.

Milestones Private Investment Advisors - known decision makers (2)

Contact NamePositionLocationEmailTelephoneAsset Class
Managing Partner, Chief Compliance Officer, Managing DirectorFairport, USGEN
Managing Partner, Chief Investment OfficerFairport, USGEN

Showing 2 of 2 known decision makers Milestones Private Investment Advisors

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