Overview
Assets Under Management: $166 million
Headquarters: BASKING RIDGE, NJ
High-Net-Worth Clients: 33
Average Client Assets: $3.0 million
Frequently Asked Questions
STOLZER ROTHSCHILD LEVY LLC 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 #169817), STOLZER ROTHSCHILD LEVY LLC is subject to fiduciary duty under federal law.
STOLZER ROTHSCHILD LEVY LLC is headquartered in BASKING RIDGE, NJ.
STOLZER ROTHSCHILD LEVY LLC serves 33 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, STOLZER ROTHSCHILD LEVY LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
STOLZER ROTHSCHILD LEVY LLC manages $166 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, STOLZER ROTHSCHILD LEVY LLC 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: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.59%
Average Client Assets: $3.0 million
Total Client Accounts: 245
Discretionary Accounts: 230
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 169817
Filing ID: 2086733
Last Filing Date: 2026-03-30 10:47:17