# ALBITZ/MILOE AND ASSOCIATES, INC.

ALBITZ/MILOE AND ASSOCIATES, INC. of TORRANCE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 104777
- Type: SEC-registered investment adviser
- SEC file number: 801-22365
- Location: 23133 HAWTHORNE BLVD., STE 305, TORRANCE, CA, 90505
- Phone: 310-373-8861
- Latest filing: 2026-03-25
- Regulatory AUM: $820.6M
- Discretionary AUM: $818.7M
- Non-discretionary AUM: $2.0M
- Clients: 5
- Accounts: 1,394

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Pensions

## Officers, owners & control persons (8)

| 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) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104777/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104777/similar
- Related entities: https://search.stillhousedata.com/firm/104777/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104777

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.