ALBITZ/MILOE AND ASSOCIATES, INC.
CRD #104777 SEC #801-22365 TORRANCE, CA 310-373-8861
SEC Registered
Total AUM
$703.5M
Discretionary
$701.8M
Employees
5
Clients
--
Accounts
1,286
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $703.5M | $701.8M | $1.8M | 5 | 0 |
| Mar 2025 | $703.5M | $701.8M | $1.8M | 5 | 0 |
| Mar 2025 | $703.5M | $701.8M | $1.8M | 5 | 0 |
| Mar 2024 | $605.5M | $603.6M | $1.9M | 5 | 0 |
| Mar 2024 | $605.5M | $603.6M | $1.9M | 5 | 0 |
| Feb 2024 | $605.5M | $603.6M | $1.9M | 5 | 0 |
| May 2023 | $534.7M | $532.6M | $2.1M | 5 | 1 |
| Apr 2023 | $534.7M | $532.6M | $2.1M | 5 | 1 |
| Mar 2023 | $534.7M | $532.6M | $2.1M | 5 | 1 |
| Mar 2023 | $534.7M | $532.6M | $2.1M | 5 | 1 |
| Jan 2023 | $534.7M | $532.6M | $2.1M | 5 | 1 |
| Jan 2023 | $576M | $573.7M | $2.3M | 5 | 1 |
| Dec 2022 | $576M | $573.7M | $2.3M | 5 | 1 |
| Mar 2022 | $576M | $573.7M | $2.3M | 5 | 1 |
| Mar 2022 | $576M | $573.7M | $2.3M | 5 | 1 |
| Feb 2022 | $576M | $573.7M | $2.3M | 5 | 1 |
| Jan 2022 | $477.5M | $473.3M | $4.2M | 5 | 1 |
| Mar 2021 | $477.5M | $473.3M | $4.2M | 5 | 1 |
| Mar 2021 | $477.5M | $473.3M | $4.2M | 5 | 1 |
| Jan 2021 | $424.1M | $420.3M | $3.7M | 5 | 3 |
| Dec 2020 | $424.1M | $420.3M | $3.7M | 6 | 3 |
| Nov 2020 | $424.1M | $420.3M | $3.7M | 6 | 3 |
| Jun 2020 | $409.4M | $407.6M | $1.8M | 6 | 3 |
| Jun 2020 | $409.4M | $407.6M | $1.8M | 6 | 3 |
| Mar 2020 | $409.4M | $407.6M | $1.8M | 6 | 3 |
| Oct 2019 | $322.6M | $321M | $1.6M | 6 | 10 |
| Mar 2019 | $322.6M | $321M | $1.6M | 6 | 10 |
| Feb 2019 | $323.7M | $322.3M | $1.4M | 6 | 9 |
| Dec 2018 | $323.7M | $322.3M | $1.4M | 6 | 9 |
| Oct 2018 | $323.7M | $322.3M | $1.4M | 6 | 9 |
| Aug 2018 | $323.7M | $322.3M | $1.4M | 6 | 9 |
| Jul 2018 | $323.7M | $322.3M | $1.4M | 6 | 9 |
| Jun 2018 | $323.7M | $322.3M | $1.4M | 6 | 9 |
| Jun 2018 | $305.6M | $303.9M | $1.7M | 6 | 9 |
| Mar 2018 | $305.6M | $303.9M | $1.7M | 6 | 9 |
| Dec 2017 | $261.6M | $260M | $1.5M | 6 | 9 |
| Sep 2017 | $261.6M | $260M | $1.5M | 6 | 400 |
| Sep 2017 | $261.6M | $260M | $1.5M | 6 | 400 |
| Jun 2017 | $261.6M | $260M | $1.5M | 6 | 400 |
| Mar 2017 | $261.6M | $260M | $1.5M | 6 | 400 |
| Feb 2017 | $261.6M | $260M | $1.5M | 6 | 400 |
| Feb 2017 | $261.6M | $260M | $1.5M | 6 | 400 |
| Feb 2017 | $261.6M | $260M | $1.5M | 6 | 400 |
| Jan 2017 | $261.6M | $260M | $1.5M | 6 | 400 |
| Jan 2017 | $212.8M | $205.6M | $7.2M | 6 | 400 |
| Dec 2016 | $212.8M | $205.6M | $7.2M | 6 | 400 |
| Nov 2016 | $212.8M | $205.6M | $7.2M | 7 | 400 |
| Jun 2016 | $212.8M | $205.6M | $7.2M | 7 | 400 |
| Mar 2016 | $212.8M | $205.6M | $7.2M | 7 | 400 |
| Mar 2016 | $212.8M | $205.6M | $7.2M | 7 | 400 |
| Feb 2016 | $212.8M | $205.6M | $7.2M | 7 | 400 |
| Jan 2016 | $212.8M | $205.6M | $7.2M | 7 | 400 |
| Oct 2015 | $178.9M | $153.6M | $25.2M | 7 | 400 |
| Jun 2015 | $178.9M | $153.6M | $25.2M | 7 | 400 |
| Mar 2015 | $178.9M | $153.6M | $25.2M | 7 | 400 |
| Mar 2015 | $178.9M | $153.6M | $25.2M | 7 | 400 |
| Dec 2014 | $154M | $117.3M | $36.6M | 6 | 350 |
| Dec 2014 | $154M | $117.3M | $36.6M | 6 | 350 |
| Mar 2014 | $154M | $117.3M | $36.6M | 6 | 350 |
| Dec 2013 | $125.9M | $38.9M | $87M | 6 | 300 |
| Jul 2013 | $125.9M | $38.9M | $87M | 6 | 300 |
| Jun 2013 | $125.9M | $38.9M | $87M | 6 | 300 |
| Mar 2013 | $125.9M | $38.9M | $87M | 6 | 300 |
| Mar 2013 | $125.9M | $38.9M | $87M | 6 | 300 |
| Mar 2012 | $115.8M | $14.9M | $101M | 6 | 300 |
| Mar 2012 | $115.8M | $14.9M | $101M | 6 | 300 |
| Mar 2011 | $110M | $0 | $110M | 10 | -- |
| Feb 2011 | $110M | $0 | $110M | 10 | -- |
| Jan 2008 | $88.4M | $2.2M | $86.2M | 10 | -- |
| Jan 2007 | $72.4M | $1.6M | $70.8M | 10 | -- |
| Jan 2006 | $60.2M | $1.4M | $58.8M | 5 | -- |
| Feb 2005 | $52.9M | $1.5M | $51.4M | 10 | -- |
| Feb 2005 | $52.9M | $1.5M | $51.4M | 10 | -- |
| Dec 2004 | $45M | $1.6M | $43.4M | 10 | -- |
| May 2002 | $47.6M | $2.3M | $45.3M | 10 | -- |
DateAug 2025
Total AUM$703.5M
Discretionary$701.8M
Non-Disc.$1.8M
Employees5
Clients0
DateMar 2025
Total AUM$703.5M
Discretionary$701.8M
Non-Disc.$1.8M
Employees5
Clients0
DateMar 2025
Total AUM$703.5M
Discretionary$701.8M
Non-Disc.$1.8M
Employees5
Clients0
DateMar 2024
Total AUM$605.5M
Discretionary$603.6M
Non-Disc.$1.9M
Employees5
Clients0
DateMar 2024
Total AUM$605.5M
Discretionary$603.6M
Non-Disc.$1.9M
Employees5
Clients0
DateFeb 2024
Total AUM$605.5M
Discretionary$603.6M
Non-Disc.$1.9M
Employees5
Clients0
DateMay 2023
Total AUM$534.7M
Discretionary$532.6M
Non-Disc.$2.1M
Employees5
Clients1
DateApr 2023
Total AUM$534.7M
Discretionary$532.6M
Non-Disc.$2.1M
Employees5
Clients1
DateMar 2023
Total AUM$534.7M
Discretionary$532.6M
Non-Disc.$2.1M
Employees5
Clients1
DateMar 2023
Total AUM$534.7M
Discretionary$532.6M
Non-Disc.$2.1M
Employees5
Clients1
DateJan 2023
Total AUM$534.7M
Discretionary$532.6M
Non-Disc.$2.1M
Employees5
Clients1
DateJan 2023
Total AUM$576M
Discretionary$573.7M
Non-Disc.$2.3M
Employees5
Clients1
DateDec 2022
Total AUM$576M
Discretionary$573.7M
Non-Disc.$2.3M
Employees5
Clients1
DateMar 2022
Total AUM$576M
Discretionary$573.7M
Non-Disc.$2.3M
Employees5
Clients1
DateMar 2022
Total AUM$576M
Discretionary$573.7M
Non-Disc.$2.3M
Employees5
Clients1
DateFeb 2022
Total AUM$576M
Discretionary$573.7M
Non-Disc.$2.3M
Employees5
Clients1
DateJan 2022
Total AUM$477.5M
Discretionary$473.3M
Non-Disc.$4.2M
Employees5
Clients1
DateMar 2021
Total AUM$477.5M
Discretionary$473.3M
Non-Disc.$4.2M
Employees5
Clients1
DateMar 2021
Total AUM$477.5M
Discretionary$473.3M
Non-Disc.$4.2M
Employees5
Clients1
DateJan 2021
Total AUM$424.1M
Discretionary$420.3M
Non-Disc.$3.7M
Employees5
Clients3
DateDec 2020
Total AUM$424.1M
Discretionary$420.3M
Non-Disc.$3.7M
Employees6
Clients3
DateNov 2020
Total AUM$424.1M
Discretionary$420.3M
Non-Disc.$3.7M
Employees6
Clients3
DateJun 2020
Total AUM$409.4M
Discretionary$407.6M
Non-Disc.$1.8M
Employees6
Clients3
DateJun 2020
Total AUM$409.4M
Discretionary$407.6M
Non-Disc.$1.8M
Employees6
Clients3
DateMar 2020
Total AUM$409.4M
Discretionary$407.6M
Non-Disc.$1.8M
Employees6
Clients3
DateOct 2019
Total AUM$322.6M
Discretionary$321M
Non-Disc.$1.6M
Employees6
Clients10
DateMar 2019
Total AUM$322.6M
Discretionary$321M
Non-Disc.$1.6M
Employees6
Clients10
DateFeb 2019
Total AUM$323.7M
Discretionary$322.3M
Non-Disc.$1.4M
Employees6
Clients9
DateDec 2018
Total AUM$323.7M
Discretionary$322.3M
Non-Disc.$1.4M
Employees6
Clients9
DateOct 2018
Total AUM$323.7M
Discretionary$322.3M
Non-Disc.$1.4M
Employees6
Clients9
DateAug 2018
Total AUM$323.7M
Discretionary$322.3M
Non-Disc.$1.4M
Employees6
Clients9
DateJul 2018
Total AUM$323.7M
Discretionary$322.3M
Non-Disc.$1.4M
Employees6
Clients9
DateJun 2018
Total AUM$323.7M
Discretionary$322.3M
Non-Disc.$1.4M
Employees6
Clients9
DateJun 2018
Total AUM$305.6M
Discretionary$303.9M
Non-Disc.$1.7M
Employees6
Clients9
DateMar 2018
Total AUM$305.6M
Discretionary$303.9M
Non-Disc.$1.7M
Employees6
Clients9
DateDec 2017
Total AUM$261.6M
Discretionary$260M
Non-Disc.$1.5M
Employees6
Clients9
DateSep 2017
Total AUM$261.6M
Discretionary$260M
Non-Disc.$1.5M
Employees6
Clients400
DateSep 2017
Total AUM$261.6M
Discretionary$260M
Non-Disc.$1.5M
Employees6
Clients400
DateJun 2017
Total AUM$261.6M
Discretionary$260M
Non-Disc.$1.5M
Employees6
Clients400
DateMar 2017
Total AUM$261.6M
Discretionary$260M
Non-Disc.$1.5M
Employees6
Clients400
DateFeb 2017
Total AUM$261.6M
Discretionary$260M
Non-Disc.$1.5M
Employees6
Clients400
DateFeb 2017
Total AUM$261.6M
Discretionary$260M
Non-Disc.$1.5M
Employees6
Clients400
DateFeb 2017
Total AUM$261.6M
Discretionary$260M
Non-Disc.$1.5M
Employees6
Clients400
DateJan 2017
Total AUM$261.6M
Discretionary$260M
Non-Disc.$1.5M
Employees6
Clients400
DateJan 2017
Total AUM$212.8M
Discretionary$205.6M
Non-Disc.$7.2M
Employees6
Clients400
DateDec 2016
Total AUM$212.8M
Discretionary$205.6M
Non-Disc.$7.2M
Employees6
Clients400
DateNov 2016
Total AUM$212.8M
Discretionary$205.6M
Non-Disc.$7.2M
Employees7
Clients400
DateJun 2016
Total AUM$212.8M
Discretionary$205.6M
Non-Disc.$7.2M
Employees7
Clients400
DateMar 2016
Total AUM$212.8M
Discretionary$205.6M
Non-Disc.$7.2M
Employees7
Clients400
DateMar 2016
Total AUM$212.8M
Discretionary$205.6M
Non-Disc.$7.2M
Employees7
Clients400
DateFeb 2016
Total AUM$212.8M
Discretionary$205.6M
Non-Disc.$7.2M
Employees7
Clients400
DateJan 2016
Total AUM$212.8M
Discretionary$205.6M
Non-Disc.$7.2M
Employees7
Clients400
DateOct 2015
Total AUM$178.9M
Discretionary$153.6M
Non-Disc.$25.2M
Employees7
Clients400
DateJun 2015
Total AUM$178.9M
Discretionary$153.6M
Non-Disc.$25.2M
Employees7
Clients400
DateMar 2015
Total AUM$178.9M
Discretionary$153.6M
Non-Disc.$25.2M
Employees7
Clients400
DateMar 2015
Total AUM$178.9M
Discretionary$153.6M
Non-Disc.$25.2M
Employees7
Clients400
DateDec 2014
Total AUM$154M
Discretionary$117.3M
Non-Disc.$36.6M
Employees6
Clients350
DateDec 2014
Total AUM$154M
Discretionary$117.3M
Non-Disc.$36.6M
Employees6
Clients350
DateMar 2014
Total AUM$154M
Discretionary$117.3M
Non-Disc.$36.6M
Employees6
Clients350
DateDec 2013
Total AUM$125.9M
Discretionary$38.9M
Non-Disc.$87M
Employees6
Clients300
DateJul 2013
Total AUM$125.9M
Discretionary$38.9M
Non-Disc.$87M
Employees6
Clients300
DateJun 2013
Total AUM$125.9M
Discretionary$38.9M
Non-Disc.$87M
Employees6
Clients300
DateMar 2013
Total AUM$125.9M
Discretionary$38.9M
Non-Disc.$87M
Employees6
Clients300
DateMar 2013
Total AUM$125.9M
Discretionary$38.9M
Non-Disc.$87M
Employees6
Clients300
DateMar 2012
Total AUM$115.8M
Discretionary$14.9M
Non-Disc.$101M
Employees6
Clients300
DateMar 2012
Total AUM$115.8M
Discretionary$14.9M
Non-Disc.$101M
Employees6
Clients300
DateMar 2011
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees10
Clients--
DateFeb 2011
Total AUM$110M
Discretionary$0
Non-Disc.$110M
Employees10
Clients--
DateJan 2008
Total AUM$88.4M
Discretionary$2.2M
Non-Disc.$86.2M
Employees10
Clients--
DateJan 2007
Total AUM$72.4M
Discretionary$1.6M
Non-Disc.$70.8M
Employees10
Clients--
DateJan 2006
Total AUM$60.2M
Discretionary$1.4M
Non-Disc.$58.8M
Employees5
Clients--
DateFeb 2005
Total AUM$52.9M
Discretionary$1.5M
Non-Disc.$51.4M
Employees10
Clients--
DateFeb 2005
Total AUM$52.9M
Discretionary$1.5M
Non-Disc.$51.4M
Employees10
Clients--
DateDec 2004
Total AUM$45M
Discretionary$1.6M
Non-Disc.$43.4M
Employees10
Clients--
DateMay 2002
Total AUM$47.6M
Discretionary$2.3M
Non-Disc.$45.3M
Employees10
Clients--