Albitz/Miloe and Associates provides portfolio management for individuals and small businesses, pension consulting, and insurance.
Albitz/Miloe and Associates reports 657 clients. They include 445 individual clients and 212 high-net-worth individuals. Of its assets, 99.8% ($819M across 1,391 accounts) are managed with discretion; $1.96M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 22% |
| High-net-worth individuals | 32% | 77% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 445 | $180M | 21.9% | $404K |
| High-net-worth individuals | 212 | $633M | 77.2% | $2.99M |
| Pension and profit-sharing plans | Fewer than 5 | $1.44M | 0.2% | — |
| Charitable organizations | Fewer than 5 | $4.22M | 0.5% | — |
| Corporations and other businesses | Fewer than 5 | $1.74M | 0.2% | — |
| Total | 657 | $821M | 100% | — |
- Clients
- 445
- Regulatory AUM
- $180M
- AUM share
- 21.9%
- Avg. per client
- $404K
- Clients
- 212
- Regulatory AUM
- $633M
- AUM share
- 77.2%
- Avg. per client
- $2.99M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.44M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $4.22M
- AUM share
- 0.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.74M
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 657
- Regulatory AUM
- $821M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Albitz/Miloe and Associates is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- CAM managed account fee
- Maximum annual fee of 1.00% for accounts up to $500,000; negotiated for $500,001 and higher.
- GVA managed account fee
- Negotiated annual fee billed quarterly in arrears. Maximum 1.50% for accounts up to $500,000 and 1.25% for $500,001 to $1,000,000; negotiated above $1,000,000.
- Quarterly Report Advisory Service
- Hourly fees start at $250 an hour, or flat fees of $125 to $1,000 per quarter, negotiated before the work is done.
Philip Albitz owns 25% to 50% of Albitz/Miloe and Associates. The leadership team of Albitz/Miloe and Associates includes President Philip Albitz. It has 5 employees.
Leadership
- Philip AlbitzPresident and CEO
- Vance AlbitzVice President
- Clete AlbitzCo-Senior Vice President
Paul MiloeCo-Senior Vice
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- 3 insurance agents
- 1 soliciting firm
- Owns 25% to 50% of Albitz/Miloe and Associates, Inc.
Philip Albitz
Control person · since December 2020
- Owns 25% to 50% of Albitz/Miloe and Associates, Inc.
Clete Albitz
Control person · since January 2022
- Owns 25% to 50% of Albitz/Miloe and Associates, Inc.
Vance Albitz
since January 2022
- Owns 25% to 50% of Albitz/Miloe and Associates, Inc.
Paul Miloe
Control person · since January 2022
Albitz/Miloe and Associates’ regulatory assets grew 1.7× from $478M (March 2021) to $821M (March 2026); clients rose from 516 to 657 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $821M | 657 | 5 | 1 |
| March 2025 | $704M | 618 | 5 | 1 |
| March 2024 | $606M | 606 | 5 | 1 |
| May 2023 | $535M | 587 | 5 | 1 |
| March 2022 | $576M | 555 | 5 | 1 |
| March 2021 | $478M | 516 | 5 | 1 |
Besides its headquarters, Albitz/Miloe and Associates has 0 offices, with 1 listed address in California.
California · 1 listed address
- 23133 Hawthorne BLVD., Ste 305, TorranceHQ
Contact and registration details
- Legal name
- Albitz/Miloe and Associates, Inc.
- Headquarters
- 23133 Hawthorne BLVD., Ste 305, Torrance, CA 90505
- Website
- albitzmiloe.com
- Phone
- 310-373-8861
- SEC file
- 801-22365
- Founded
- 1988
- Structure
- California corporation
- Fiscal year end
- December
Albitz/Miloe and Associates uses Charles Schwab ($810M) as custodian for its separately managed accounts. Albitz/Miloe and Associates has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $810M100%
At year end, Albitz/Miloe and Associates’ separately managed accounts were largely in funds (47%) and stocks (35%).
What the accounts hold
- Stocks35%
- Funds47%
- Bonds15%
- Cash2%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Albitz/Miloe and Associates have?
Albitz/Miloe and Associates has 657 clients and manages $821 million for them, as of March 2026. They include 445 individual clients and 212 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Albitz/Miloe and Associates offer?
Albitz/Miloe and Associates provides portfolio management for individuals and small businesses, pension consulting, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Albitz/Miloe and Associates use?
Albitz/Miloe and Associates’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $810M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Albitz/Miloe and Associates have?
Albitz/Miloe and Associates has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Albitz/Miloe and Associates invest in?
At the end of its last fiscal year, Albitz/Miloe and Associates’ separately managed accounts held 47% registered funds (mutual funds, ETFs, BDCs), 35% exchange-traded equities, 15% U.S. government and agency bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Albitz/Miloe and Associates?
Albitz/Miloe and Associates’ direct owners are Philip Albitz, Clete Albitz, Vance Albitz and Paul Miloe, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Albitz/Miloe and Associates get paid?
Albitz/Miloe and Associates is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Albitz/Miloe and Associates registered with the SEC?
Yes, Albitz/Miloe and Associates has been registered with the SEC as an investment adviser since 19 October 1984. Its CRD number is 104777 and its SEC file number is 801-22365.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Albitz/Miloe and Associates?
Albitz/Miloe and Associates’ main office is at 23133 Hawthorne BLVD., Ste 305, Torrance, CA 90505. Its phone number is 310-373-8861. Its website is albitzmiloe.com.