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David Arthur Stolz

STOLZ & ASSOCIATES, PS·TACOMA, Washington
Clean recordSTOLZ & 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Arthur Stolz is a registered financial advisor based in TACOMA, Washington, affiliated with STOLZ & ASSOCIATES, PS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STOLZ & ASSOCIATES, PS
STOLZ & ASSOCIATES, PS
AUM
$199M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STOLZ & ASSOCIATES, PS →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4488123
Firm CRD# 117216
View on FINRA BrokerCheck →

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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. Contact their office in TACOMA, Washington for a consultation.
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, working with STOLZ & ASSOCIATES, PS. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
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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Other Advisors at STOLZ & ASSOCIATES, PS

Andrew Christopher Stolz
TACOMA, WA
Michelle Teresa Robinson
TACOMA, WA

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