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Albitz/Miloe And Associates, Inc. CRD 104777
$821M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
23133 Hawthorne Blvd., Ste 305, Torrance, CA 90505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2017-09-29 |
Branch Locations
23133 Hawthorne Blvd., Ste 305, Torrance, CA 90505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brigane Cameron Waiters & Strong | Torrance | CA | 10/1995 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
1.PARTNER IN SUMMIT MGMT LP (REAL ESTATE INVESTMENT MEMBER) 2. NAME OF OTHER BUSINESS: GELMAN, LLP INVESTMENT RELATED: NO ADDRESS: 1940 E 17TH ST, SANTA ANA, 92705 NATURE OF BUSINESS: TAX AND ACCOUNTING START DATE: 04/2019 POSITION/TITLE/RELATIONSHIP: CPA APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ACCOUNTING/TAX SERVICES 3. NAME OF OTHER BUSINESS: ALBITZ/MILOE & ASSOCIATES, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: SOLICITOR START DATE: 9/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: REFER PROSPECTS TO RIA FOR INVESTMENT MANAGEMENT 4. . NAME OF OTHER BUSINESS: A FRAME MANAGEMENT LP INVESTMENT RELATED: NO ADDRESS: 230 SOUTH 80TH ST, TACOMA, WA 93408 NATURE OF BUSINESS: REAL ESTATE START DATE:09/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1-2 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: PHONE CALLS WITH PROPERTY MANAGEMENT AND INPUT ON REPAIRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-01-11 |
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