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ALBITZ/MILOE AND ASSOCIATES, INC.
CRD 104777 · SEC 801-22365
23133 HAWTHORNE BLVD., STE 305, TORRANCE, CA, 90505, United States
Phone
310-373-8861
Fax
310-791-2068
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$820.6M
Discretionary AUM
$818.7M
Team
5 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 445 | $180.0M |
| High net worth individuals | 212 | $633.3M |
States served
AZ, CA, CO, NV, NY, OR, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD