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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