CRD: 104777
Albitz/Miloe AND Associates, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Nationwide · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-19-1984
- Office Locations
- 1
Office Locations
About Albitz/Miloe AND Associates, Inc.
Albitz/Miloe and Associates provides personalized financial planning and wealth management for individuals and families across life stages—from building wealth to approaching and living in retirement. The team emphasizes clear communication and tailored portfolio construction, using ETFs, mutual funds and fixed income alongside planning for retirement savings, insurance and 529 education goals. Custodies primarily at Schwab and publishes timely market and planning insights for clients.
Reported data analysis
What the numbers show
Between August 19, 2025 and March 25, 2026, reported AUM increased 16.6%, from $703.5M to $820.6M.
Across 5 reported observations, AUM increased 42.5% between December 2, 2022 and March 25, 2026, from $576.0M to $820.6M.
Of the latest reported AUM, 99.8% is discretionary and 0.2% is non-discretionary.
The firm reports 5 advisory representatives and 657 clients, or 131.4 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 41 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
CLETE PHILIP ALBITZ
--
- CRD
- #4835392
- Ownership
- 25% but less than 50%
PHILIP JOSEPH ALBITZ
Chief Executive Officer, Chief Executive Officer, Investment Advisor, President, Investment Advisor, President
- CRD
- #1036689
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
SYLVIA F SALGUERO
FINANCIAL ADVISER
- CRD
- #4479690
CHRISTOPHER ARTHUR STRONG
--
- CRD
- #3138607
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $818,688,615 | $588,561 |
| Non-Discretionary | $1,960,249 | $653,416 |
| Total | $820,648,864 | $588,701 |
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Separately Managed Accounts
SMA allocation detail is available
Albitz/Miloe AND Associates, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.