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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Summit
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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%
Signal ember
Eagle vital
- CRD
- #22371
- Ownership
- 19.0%
Showing 2 of 4 owners & executives
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SYLVIA F SALGUERO
--
- 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
Total SMA Asset: $820,648,864
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $260,906,063 | 12.9% |
| Equity - Exchange | $809,011,049 | 40.0% |
| U.S. Government/Agency | $645,186,312 | 31.9% |
| Cash | $307,424,199 | 15.2% |
| Total | $2,022,527,623 | 100.0% |