ALBITZ/MILOE AND ASSOCIATES, INC. of TORRANCE, CA is an SEC-registered investment adviser (CRD 104777). Regulatory assets under management: $820.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Philip Joseph Albitz | PRESIDENT AND CEO | — |
| Clete Philip Albitz | CO-SENIOR VICE PRESIDENT | — |
| Paul Kurtis Miloe | CO-SENIOR VICE PRESIDENT AND CCO | — |
| Vance Philip Albitz | VICE PRESIDENT | — |
| ALBITZ PHILIP JOSEPH | PARTNER; PRESIDENT; PRESIDENT AND CEO (+3 more) | — |
| MILOE CHRIS | CEO; CHIEF FINANCIAL OFFICER; PARTNER (+1 more) | — |
| ALBITZ CLETE PHILIP | CO-SENIOR VICE PRESIDENT; CO-VICE PRESIDENT; VICE PRESIDENT | — |
| MILOE PAUL KURTIS | CCO / CO-SENIOR VICE PRESIDENT; CCO / CO-VICE PRESIDENT; CO-SENIOR VICE PRESIDENT AND CCO (+1 more) | — |