# Milestone Consultants, Inc.

Milestone Consultants, Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/milestoneconsultantsinc

## Regulatory record

- **CRD number:** 286406
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286406

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:21.379Z

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