firm profile
Albitz/Miloe and Associates, Inc.
Overview
Albitz/Miloe and Associates, Inc. is an SEC registered investment adviser based in Torrance, CA, registered since 1984. It reports $821M in assets under management across 1,394 accounts, with 5 employees. It has 6 investment adviser representatives.
- Reported AUM
- $821M
- Discretionary
- 100%
- Accounts
- 1,394
- Average account
- $589K
- Employees
- 5
- Advisory reps
- 6
- Registered since
- 1984
- Jurisdictions
- 10
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Philip Joseph Albitz President, Chief Executive Officer CRD 1036689
- Paul Kurtis Miloe Co-Senior Vice President, Chief Compliance Officer CRD 2856888
- Clete Philip Albitz Co-Senior Vice President CRD 4835392
1 more executive officer, with direct contact details
Advisory reps 3 of 6
- Clete Philip Albitz Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4835392
- Philip Joseph Albitz Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1036689
- Vance Philip Albitz Registered Rep · Investment Adviser Rep CRD 5856837
3 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 23133 Hawthorne Blvd Ste 305
Torrance, CA 90505 - County
- Los Angeles
- Metro area
- Los Angeles-Long Beach-Anaheim, CA
- Region
- West
Registrations
- SEC registered
- Registered in 10 jurisdictions
- Website: albitzmiloe.com
Every state, with registration dates
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