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President and CEO · Albitz/miloe and Associates, Inc.

Philip J. Albitz

CRD 1036689 · Named on Form ADV at one SEC-registered adviser

At a glance

Albitz/miloe and Associates, Inc., an SEC-registered wealth manager based in Torrance, CA with $821 million in regulatory assets, lists Philip J. Albitz on its Form ADV as President and CEO, a control person.

Firms and roles

AtlasMembers

Philip’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Clete P. AlbitzCo-Senior Vice President, Albitz/miloe and Associates, Inc.
  • Paul K. MiloeCo-Senior Vice President and CCO, Albitz/miloe and Associates, Inc.
  • Vance P. AlbitzVice President, Albitz/miloe and Associates, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Philip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.