# Milestone Financial Advisors

Milestone Financial Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** https://milestonefinancial.net

## Regulatory record

- **CRD number:** 142453
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142453

## About

Milestone Financial LLC is a wholesale real estate lender, originating or purchasing loans secured by California real estate. It is a wholesale California Finance Company offering competitive 1st and 2nd trust deed loan programs for most types of real estate, including single family, condominiums, apartments, multi-family, commercial, retail, office, industrial and land. A small team of experienced real estate lending professionals, they aim to fund loans within 5 to 10 days and quote within 24 hours.

## Questions

### Who are the principals at Milestone Financial Advisors?

No named principals are publicly associated with Milestone Financial Advisors. The firm's leadership structure is not documented in available sources (public record).

## Related profiles

- [Griffiths, Dreher & Evans](https://altss.com/profile/griffiths-dreher-and-evans-ps-cpas)
- [Monterey Bay Asset Management](https://altss.com/profile/monterey-bay-asset-management-llc)

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Last updated: 2026-08-11T15:07:26.757Z

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