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).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $242,424
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Milestone Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Aaron Winer
CRD#: 3133583
2030 Franklin Street, Suite 222, Oakland, CA 94612
83
Wealthminder
score

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.

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