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Building 2ALBITZ/MILOE AND ASSOCIATES, INC.

Map pinTORRANCE, CA
Phone310-373-8861
NotebookSEC #801-22365
Total AUM
$820.6M
Employees
5
Clients
660

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23133 HAWTHORNE BLVD., STE 305
TORRANCE
CA 90505
United States
Operating Hours
7:30 A.M.-5:00 P.M.
Monday - Friday
Phone
310-373-8861

ReceiptFinancials

Total AUM
$820.6M
Accounts
1,394
Discretionary
$818.7M
Accounts
1,391
Non-Discretionary
$2M
Accounts
3

ContactClients

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Individual Clients
445
AUM
$180M
HNW Individual Clients
212
AUM
$633.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Charitable Organization Clients
1
AUM
$4.2M
Corporation or Business Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLHINVNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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