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ALBITZ/MILOE AND ASSOCIATES, INC.

dba ALBITZ/MILOE AND ASSOCIATES, INC. · CRD 104777 · Registered Investment Adviser

Custody via related person

ALBITZ/MILOE AND ASSOCIATES, INC. is a Registered Investment Adviser headquartered in TORRANCE, CA. The firm reports $820,648,864 in regulatory assets under management across 1,394 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$818,688,615
Non-discretionary$1,960,249
Total RAUM$820,648,864
Accounts1,394

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 104777. adviserinfo.sec.gov/firm/summary/104777.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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