Overview
Assets Under Management: $199 million
Headquarters: TACOMA, WA
High-Net-Worth Clients: 62
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.87
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 474
Discretionary Accounts: 404
Non-Discretionary Accounts: 70
Regulatory Filings
CRD Number: 117216
Last Filing Date: 2024-09-24 00:00:00
Website: https://stolzassoc.com