MILESTONE WEALTH, LLC

BUFFALO, New York·4 registered advisors·CRD# 166717
SEC# 801-776920716-626-2556
01

Firm Overview

AUM
$103M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at MILESTONE WEALTH, LLC

4 registered advisors
Amy Lynn Fogle
BUFFALO, New York
Austin V Kelly
BUFFALO, New York
John Theodore Bair
BUFFALO, New York
Lewis Michael Smith
BUFFALO, New York
05

Office Locations

BUFFALO, New York
4 advisors

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Data sourced from SEC Form ADV filings. MILESTONE WEALTH, LLC (CRD# 166717) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.