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Home > Retirement Planners > california > torrance > ALBITZ/MILOE AND ASSOCIATES, INC.
ALBITZ/MILOE AND ASSOCIATES, INC.
23133 Hawthorne Blvd., Ste 305
Torrance, California 90505
Tel: 310-373-8861
About ALBITZ/MILOE AND ASSOCIATES, INC.
ALBITZ/MILOE AND ASSOCIATES, INC, formally registered with the SEC as ALBITZ/MILOE AND ASSOCIATES, INC. The firm was established in 10/19/1984. They have over 1 offices throughout the country.
ALBITZ/MILOE AND ASSOCIATES, INC. is a Torrance, California based Financial Planning firm with nearly $605,514,625 assets under management, offering retirement planning & investment advisory services to 1212 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104777 |
| SEC# | 801-22365 |
| Assets Managed by Firm | $605,514,625 |
| No. of Clients | 1212 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1212 | $605,514,625 |
| Individuals (other than high net worth individuals) | 420 | $143,482,833 |
| High net worth individuals | 186 | $459,565,905 |
| Pension and profit sharing plans | Fewer than 5 clients | $442,696 |
| Charitable organizations | Fewer than 5 clients | $1,207,496 |
| Corporations or other businesses | Fewer than 5 clients | $815,695 |
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