Overview
Assets Under Management: $199 million
Headquarters: TACOMA, WA
High-Net-Worth Clients: 62
Average Client Assets: $3 million
Frequently Asked Questions
STOLZ & ASSOCIATES, PS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117216), STOLZ & ASSOCIATES, PS is subject to fiduciary duty under federal law.
STOLZ & ASSOCIATES, PS is headquartered in TACOMA, WA.
STOLZ & ASSOCIATES, PS serves 62 high-net-worth clients according to their SEC filing dated September 24, 2024. View client details ↓
According to their SEC Form ADV, STOLZ & ASSOCIATES, PS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
STOLZ & ASSOCIATES, PS manages $199 million in client assets according to their SEC filing dated September 24, 2024.
According to their SEC Form ADV, STOLZ & ASSOCIATES, PS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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