Milestone Asset Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

310441

SEC number

801-120519

Firm type

RIA

Assets under management

$690.7M as of Feb 20, 2026

Website

www.youtube.com/@LegacyCapitalPlanner ↗

Phone

412-643-3058

Address

8160 Perry Highway, Pittsburgh, PA, 15237

Advisors at this firm

12 in our index · page 1 of 1

• Michael David AushermanCRD 4324390 · Germantown, MD
  IA Registered
• Richard Todd BakerCRD 3239108 · Germantown, MD
  IA Registered
• Colin Charles Joseph BarcleyCRD 6647371 · Erie, PA
  IA RegisteredRegistration inactive
• Austin CataniaCRD 7720770 · Germantown, MD
  IA Registered
• Calen K. CumminsCRD 7870257 · Pittsburgh, PA
  IA Registered
• Jared FooteCRD 7489049 · Kokomo, IN
  IA Registered
• Thomas Brian HayesCRD 2515869 · Kokomo, IN
  IA Registered
  Disclosure event(s) on record
• Thomas Avery HayesCRD 7946039 · Kokomo, IN
  IA Registered
• Dennis John JacquesCRD 8144879 · Pittsburgh, PA
  IA Registered
• Alan Laurin PershingCRD 5942850 · Pittsburgh, PA
  IA Registered
• Patrick Thomas ReinheimerCRD 7123398 · Germantown, MD
  IA Registered
• Walter John WestCRD 2167649 · Pittsburgh, PA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.