Updated:
Milestone Consultants, Inc.
Milestone Consultants, Inc. is a state-registered investment adviser in Whitney Point, NY. The firm manages $18 million in assets, $16 million on a...
Overview
Milestone Consultants, Inc. is a state-registered investment adviser in Whitney Point, NY. The firm manages $18 million in assets, $16 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What verifiable investment activity has Milestone Consultants disclosed?
Milestone Consultants, Inc. has not publicly disclosed any investment activity, portfolio holdings, or deal participation. No filings, press releases, or media reports describe their capital deployment as of 2025.
Where is Milestone Consultants headquartered?
No headquarters address or city is available from public sources. The firm does not list a location in any known directory.
What is the wealth origin for Milestone Consultants?
No information exists about the source of capital or underlying family. The firm's principals and beneficiaries are not named in any public document.
What asset classes does Milestone Consultants invest in?
There are no public disclosures regarding target asset classes, investment stages, or geographic focus. All sector tags are null.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Milestone Consultants, Inc. in Altss
Explore available research and relationship coverage for this adviser in Altss.