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Albitz/Miloe and Associates, Inc.

● SEC registered since 1984CRD 104777SEC# 801-22365Torrance, CA
Export (members)
Reg. AUM
$703.5M
Employees
5
Accounts
1,286
Location
Torrance, CA

Albitz/Miloe and Associates, Inc. assets under management

Albitz/Miloe and Associates, Inc. is an investment advisory firm registered with the SEC based in Torrance, CA. The firm has been registered since 1984. It reports $703.5 million in regulatory assets under management and employs 5 people.
www.albitzmiloe.comView on SEC.gov ↗

Albitz/Miloe and Associates, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Clete Philip Albitz ControlCo-Senior Vice President25-50%2022
Paul Kurtis Miloe ControlCo-Senior Vice President And Cco25-50%2022
Philip Joseph Albitz ControlPresident And Ceo25-50%2020
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Frequently asked questions

How much does Albitz/Miloe and Associates, Inc. manage?

Albitz/Miloe and Associates, Inc. reports $703.5 million in regulatory assets under management on its Form ADV.

How many employees does Albitz/Miloe and Associates, Inc. have?

Albitz/Miloe and Associates, Inc. reports 5 employees.

Where is Albitz/Miloe and Associates, Inc. located?

Albitz/Miloe and Associates, Inc. is based in Torrance, CA and has been SEC-registered since 1984.

Does Albitz/Miloe and Associates, Inc. disclose fund performance?

Albitz/Miloe and Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23133 Hawthorne Blvd., Ste 305, Torrance, CA 90505
Phone310-373-8861
Fax310-791-2068
Office hours7:30 a.m.-5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$701.8M
Non-discretionary$1.8M
Total (RAUM)$703.5M