Albitz/Miloe and Associates, Inc.
● SEC registered since 1984CRD 104777SEC# 801-22365Torrance, CA
Reg. AUM
$820.6M
Employees
5
Accounts
1,394
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 $820.6 million in regulatory assets under management and employs 5 people.
Albitz/Miloe and Associates, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clete Philip Albitz Control | Co-Senior Vice President | 25-50% | 2022 |
| Paul Kurtis Miloe Control | Co-Senior Vice President And Cco | 25-50% | 2022 |
| Philip Joseph Albitz Control | President And Ceo | 25-50% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Albitz/Miloe and Associates, Inc. manage?
Albitz/Miloe and Associates, Inc. reports $820.6 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
| Address | 23133 Hawthorne Blvd., Ste 305, Torrance, CA 90505 |
| Phone | 310-373-8861 |
| Fax | 310-791-2068 |
| Office hours | 7:30 a.m.-5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$820.6M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$820.6Mregulatory AUM
Discretionary $818.7MNon-discretionary $2M