# Milestone Financial Associates

Milestone Financial Associates is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 336684
- **SEC file number:** 801-133757
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336684

## About

Milestone Financial Associates, LLC is an SEC-registered investment adviser in Macungie, PA, registered since 2025. The firm manages approximately $654 million in regulatory assets. It has 12 employees and 7 investment advisers.

## Questions

### What investment sectors does Milestone Financial Associates focus on?

No sector focus has been publicly identified for Milestone Financial Associates. The firm has not disclosed any preferred asset classes, industries, or investment themes.

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

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