Unclaimed Profile

David Arthur Stolz

STOLZ & ASSOCIATES, PS·TACOMA, Washington

Clean record25 years registeredSTOLZ & ASSOCIATES, PS

3102 RUSTON WAY, TACOMA, WA 98402CRD# 4488123Firm CRD# 117216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Arthur Stolz · TACOMA, WA

Registration

CRD #4488123 · STOLZ & ASSOCIATES, PS · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STOLZ & ASSOCIATES, PS

STOLZ & ASSOCIATES, PS

Dec 2000 – Apr 2024

TACOMA, WA

Registrations & Exams

Registration record

First registered · December 8, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STOLZ & ASSOCIATES, PS

CRD 117216 · SEC 801-117720

AUM

$199M

Regulatory assets under management

Employees

474 client accounts

Services offered by STOLZ & ASSOCIATES, PS

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STOLZ & ASSOCIATES, PS →

Introduction

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Frequently Asked Questions

What services does David Arthur Stolz offer?

David Arthur Stolz specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are David Arthur Stolz's credentials?

David Arthur Stolz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Arthur Stolz located?

David Arthur Stolz is based in TACOMA, Washington, last registered with STOLZ & ASSOCIATES, PS.

How does David Arthur Stolz charge for services?

David Arthur Stolz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STOLZ & ASSOCIATES, PS?

STOLZ & ASSOCIATES, PS has approximately 6 employees and manages $199M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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