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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Albitz/Miloe and Associates Inc
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|---|---|
| CRD # | 104777 |
| SEC # | 801-22365 |
| CIK # | |
| AUM | $703.5 M (2025-03-31) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 310-373-8861 |
| Address | 23133 Hawthorne Blvd, Ste 305 Torrance, CA 90505 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 405 | 138.2 |
| (b) Individuals (high net worth individuals) | 213 | 559.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 0 | 3.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,286 | 703.5 |
| By Discretionary | ||
| Discretionary | 1,283 | 701.8 |
| Non-Discretionary | 3 | 1.8 |
| Total | 1,286 | 703.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 703.5 | |
| Total | 1,286 | 703.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Vestgen Investment Management LLC
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|
NJ | 0.7 |
|
MAIA Wealth LLC
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|
CO | 0.7 |
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RBB Treasury LLC
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NY | 0.7 |
|
Impact Retirement Advisors LLC
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|
0.7 | |
|
Convergence Financial LLC
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|
MO | 0.7 |
|
Matauro LLC
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|
NY | 0.7 |
|
Henrickson Nauta Wealth Advisors Inc
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|
MI | 0.7 |
|
Disciplined Investors LLC
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|
TX | 0.7 |
|
The Wealth Collaborative Inc
✚
|
CA | 0.7 |
|
Paratus Financial Inc
✚
|
TX | 0.7 |