ALBITZ/MILOE AND ASSOCIATES, INC.

CRD 104777File 801-22365

APPROVED

Retail clients

Custody

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$820.6M

Above cohort median (national)

Discretionary AUM

$818.7M

Non-discretionary $2.0M

Clients

657

1,394 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Oct 19, 1984
Principal office: 23133 HAWTHORNE BLVD., STE 305, TORRANCE, CA, 90505
Phone: 310-373-8861
Website: HTTP://WWW.ALBITZMILOE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $820.6M
Discretionary AUM: $818.7M
Non-discretionary AUM: $2.0M
Discretionary accounts: 1,391
Non-discretionary accounts: 3
Total accounts: 1,394
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.7M
Charitable organizations	Fewer than 5	$4.2M
High net worth individuals	212	$633.3M
Pension and profit sharing plans	Fewer than 5	$1.4M
Individuals (other than high net worth individuals)	445	$180.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.