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Vice President · Albitz/miloe and Associates, Inc.

Vance P. Albitz

CRD 5856837 · 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 Vance P. Albitz on its Form ADV as Vice President.

Firms and roles

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Vance’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
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When each role began
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Each firm’s assets and growth
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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

  • Philip J. AlbitzPresident and CEO, Albitz/miloe and Associates, Inc.
  • Clete P. AlbitzCo-Senior Vice President, Albitz/miloe and Associates, Inc.
  • Paul K. MiloeCo-Senior Vice President and CCO, 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 Vance’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.