MILESTONE FINANCIAL ASSOCIATES, LLC

CRD 336684File 801-133757

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$654.5M

Above cohort median (national)

Discretionary AUM

$654.5M

Clients

645

1,988 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Jun 26, 2025
Principal office: 330 EAST MAIN STREET, MACUNGIE, PA, 18062
Phone: 6104218777
Website: https://www.milestonefa.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $654.5M
Discretionary AUM: $654.5M
Non-discretionary AUM: $0
Discretionary accounts: 1,988
Non-discretionary accounts: 0
Total accounts: 1,988
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$10.2M
Other investment advisers	Fewer than 5	$562K
High net worth individuals	185	$458.7M
Pension and profit sharing plans	18	$7.3M
State or municipal government entities	Fewer than 5	$2.4M
Individuals (other than high net worth individuals)	433	$175.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.