Milestone Financial Associates, LLC
● SEC registered since 2025CRD 336684SEC# 801-133757MacUngie, PA
Reg. AUM
$654.5M
Employees
12
Accounts
1,988
Location
MacUngie, PA
Milestone Financial Associates, LLC assets under management
Milestone Financial Associates, LLC is an SEC-registered investment adviser based in MacUngie, PA. The firm has been registered since 2025. It reports $654.5 million in regulatory assets under management and employs 12 people.
Milestone Financial Associates, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Samuel Coult Control | Member/ Cco | Over 75% | 2025 |
Frequently asked questions
How much does Milestone Financial Associates, LLC manage?
Milestone Financial Associates, LLC reports $654.5 million in regulatory assets under management on its Form ADV.
How many employees does Milestone Financial Associates, LLC have?
Milestone Financial Associates, LLC reports 12 employees.
Where is Milestone Financial Associates, LLC located?
Milestone Financial Associates, LLC is based in MacUngie, PA and has been SEC-registered since 2025.
Does Milestone Financial Associates, LLC disclose fund performance?
Milestone Financial Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 330 East Main Street, MacUngie, PA 18062 |
| Phone | 6104218777 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$654.5M▲ 11%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$654.5Mregulatory AUM
Discretionary $654.5M