Milestone Financial Advisors, LLC
Milestone Financial Advisors, LLC (CRD# 142453) is a financial advisory firm headquartered in Oakland, CA. They manage $40,000,000 in 165 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts165ACCOUNTS
Average Account Value$242,424
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Aaron Winer (CRD# 3133583) is an Investment Advisor Representative working at Milestone Financial Advisors, LLC in Oakland, CA and has over 17 years of experience in the finance industry.