Albitz/Miloe and Associates, Inc.
● SEC registered since 1984CRD 104777SEC# 801-22365Torrance, CA
Reg. AUM
$820.6M
Employees
5
Accounts
1,394
Location
Torrance, CA
About Albitz/Miloe and Associates
Albitz & Miloe provides financial planning and wealth management with a family-centric focus on building, managing, and preserving wealth across life stages. The firm emphasizes personalized strategies, clear communication, and guidance for clients building wealth, approaching retirement, or already retired.
Summary based on the firm’s website.
Albitz/Miloe and Associates, Inc. assets under management
Albitz/Miloe and Associates, Inc. is an investment advisory firm registered with the SEC based in Torrance, CA. The firm has been registered since 1984. It reports $820.6 million in regulatory assets under management and employs 5 people.
Albitz/Miloe and Associates, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clete Philip Albitz Control | Co-Senior Vice President | 25-50% | 2022 |
| Paul Kurtis Miloe Control | Co-Senior Vice President And Cco | 25-50% | 2022 |
| Philip Joseph Albitz Control | President And Ceo | 25-50% | 2020 |
| Vance Philip Albitz | Vice President | 25-50% | 2022 |
Frequently asked questions
How much does Albitz/Miloe and Associates, Inc. manage?
Albitz/Miloe and Associates, Inc. reports $820.6 million in regulatory assets under management on its Form ADV.
How many employees does Albitz/Miloe and Associates, Inc. have?
Albitz/Miloe and Associates, Inc. reports 5 employees.
Where is Albitz/Miloe and Associates, Inc. located?
Albitz/Miloe and Associates, Inc. is based in Torrance, CA and has been SEC-registered since 1984.
Does Albitz/Miloe and Associates, Inc. disclose fund performance?
Albitz/Miloe and Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23133 Hawthorne Blvd., Ste 305, Torrance, CA 90505 |
| Phone | 310-373-8861 |
| Fax | 310-791-2068 |
| Office hours | 7:30 a.m.-5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$820.6M▲ 17%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$820.6Mregulatory AUM
Discretionary $818.7MNon-discretionary $2M