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STOLZ & ASSOCIATES, PS
STOLZ & ASSOCIATES, PS
TACOMA, Washington
·
3 registered advisors
·
CRD# 117216
SEC# 801-117720
0
(253) 272-3441
01
Firm Overview
AUM
$199M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at STOLZ & ASSOCIATES, PS
3 registered advisors
Andrew Christopher Stolz
TACOMA, Washington
CRD# 5721796
David Arthur Stolz
TACOMA, Washington
CRD# 4488123
Michelle Teresa Robinson
TACOMA, Washington
CRD# 5250539
05
Office Locations
TACOMA, Washington
3 advisors
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Data sourced from SEC Form ADV filings. STOLZ & ASSOCIATES, PS (CRD# 117216) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.