Albitz/Miloe And Associates, Inc.
- Regulatory AUM
- $821M
- Discretionary
- $819M
- Clients
- 657
- Avg AUM / client
- $1.2M
- Accounts
- 1,394
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 445 | $180M | 21.9% |
| High net worth individuals | 212 | $633M | 77.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.4M | 0.17% |
| Charitable organizations | Fewer than 5 clients | $4.2M | 0.51% |
| Corporations and other businesses | Fewer than 5 clients | $1.7M | 0.21% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Philip Joseph Albitz | President And Ceo | CFP | Mar 2004 (22y) | 25% – 50% |
| Clete Philip Albitz | Co Senior Vice President | CFP CFA | May 2011 (15y) | 25% – 50% |
| Paul Kurtis Miloe | Co Senior Vice President And Cco | May 2011 (15y) | 25% – 50% | |
| Vance Philip Albitz | Vice President | CFP | Feb 2017 (9y) | 25% – 50% |
| Sylvia F Salguero | Registered representative | May 2011 (15y) | ||
| Christopher Arthur Strong | Registered representative | Sep 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $810M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗