Vance
Albitz

Albitz/Miloe And Associates, Inc

CRD#5856837
Investment Advisor
in Torrance, CA

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About this Advisor

Vance Albitz is a financial advisor based in Torrance, California, working with Albitz/Miloe And Associates, Inc. Vance has previously held positions at St. Louis Cardinals, La Angels, Albitz/Miloe & Associates, Inc, Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. Vance has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Vance is part of Albitz/Miloe And Associates, Inc, which operates out of Torrance, California. The firm has 5 employees and manages assets totaling $605.5 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as pension consulting services. The fee structure at Albitz/Miloe And Associates, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

23133 Hawthorne Blvd., Ste 305
Torrance, CA 90505

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Albitz/Miloe And Associates, Inc Brokerage Details

Total Assets Under Management

$605,514,625

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

1,212

CA Average: 3,727
Average Account Size

$499,600

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Vance Albitz Work History

2023 - Present (2 years)

Cetera Investment Advisers LLC

2016 - Present (9 years)

Cetera Advisor Networks LLC

2016 - Present (9 years)

Albitz/Miloe & Associates, Inc

2015 - 2015 (< 1 year)

St. Louis Cardinals

2015 - 2016 (1 year)

Albitz/Miloe & Associates, Inc

2014 - 2014 (< 1 year)

La Angels

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Vance Albitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Albitz/Miloe And Associates, Inc

Vance Albitz
Torrance, CA
Paul Miloe
Torrance, CA
Clete Albitz
Torrance, CA
Sylvia Salguero
Torrance, CA
Christopher Strong
Torrance, CA
Philip Albitz
Torrance, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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