|
⚲
|
| Albitz/Miloe and Associates Inc
✚
| |
|---|---|
| CRD # | 104777 |
| SEC # | 801-22365 |
| CIK # | |
| AUM | $605.5 MM (2024-03-18) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 310-373-8861 |
| Address | 23133 Hawthorne Blvd, Ste 305 Torrance, CA 90505 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 420 | 143.5 |
| (b) Individuals (high net worth individuals) | 186 | 459.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,212 | 605.5 |
| By Discretionary | ||
| Discretionary | 1,207 | 603.6 |
| Non-Discretionary | 5 | 1.9 |
| Total | 1,212 | 605.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.5 | |
| Total | 1,212 | 605.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vantage Wealth Management LLC
✚
|
CA | 0.6 |
|
Lakeridge Wealth Management LLC
✚
|
OH | 0.6 |
|
TAP Consulting LLC
✚
|
MO | 0.6 |
|
Liberty Capital Management Inc
✚
|
MI | 0.6 |
|
Centerpoint Advisors LLC
✚
|
MA | 0.6 |
|
McNamara Financial Services Inc
✚
|
MA | 0.6 |
|
Seamount Financial Group Inc
✚
|
CO | 0.6 |
|
Morin Private Client Group LLC
✚
|
WY | 0.6 |
|
Grand Wealth Management LLC
✚
|
MI | 0.6 |
|
Mayfair Advisory Group LLC
✚
|
AL | 0.6 |