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Philip Joseph Albitz

Albitz/miloe AND Associates, Inc.

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About Philip Joseph Albitz

Philip Albitz is a financial advisor in Torrance, California. Philip has been working in the financial services industry since 1982. He is registered with Albitz/miloe AND Associates, Inc. and Cetera Investment Advisers LLC. Philip is a Certified Financial Planner. Philip provides financial planning and portfolio management services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Philip Albitz is currently registered with Albitz/miloe AND Associates, Inc.. Albitz/miloe AND Associates, Inc. is a Torrance, CA-based investment advisor with approximately $605,514,625 in regulatory assets under management. The firm provides portfolio management services for individuals and pension consulting, serving a diverse clientele, including high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations. Albitz/miloe AND Associates, Inc. is registered with the SEC and has 3 licensed agents, 5 investment adviser representatives, 5 registered representatives, 5 individuals with investment advisory functions, and 5 investment adviser representatives for other investment advisers.
Albitz/miloe AND Associates, Inc.

23133 HAWTHORNE BLVD., STE 305

TORRANCE, CA 90505

$605.51M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Albitz’s Registration & Firm History

CA

02/08/2019 - Present

Albitz/miloe AND Associates, Inc. (TORRANCE CA)

NA

08/15/1985 - 04/10/1989

AMERICAN PACIFIC SECURITIES CORPORATION

NA

03/30/1982 - 08/20/1985

UNIVERSAL HERITAGE INVESTMENTS CORPORATION

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Joseph Albitz.
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