Albitz/Miloe and Associates, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Torrance, CA. Its latest Form ADV filing, dated March 25, 2026, reports $821M in regulatory assets under management, 5 employees, and 1,394 accounts.
Assets Under Management
$821M
Employees
5
Offices
--
Total Clients
657
Primary office
TORRANCE, CA
23133 HAWTHORNE BLVD., STE 305, TORRANCE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.7% of total clients.
Top client categories% of clientsClients
1
Individuals
67.7%
445
2
HNWI
32.3%
212
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$821Mas of March 25, 2026
Discretionary99.8%
$819M
100% of total RAUM99.8%
Non-discretionary0.2%
$2M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$821M
Total Accounts1,394
10Y AUM Change+$559M (+213.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee131:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.