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Building 2STOLZ & ASSOCIATES, PS

Map pinTACOMA, WA
Phone(253) 272-3441
NotebookSEC #801-117720
Total AUM
$282.2M
Employees
5
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3102 RUSTON WAY
SUITE A
TACOMA
WA 98402
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(253) 272-3441

ReceiptFinancials

Total AUM
$282.2M
Accounts
568
Discretionary
$253.2M
Accounts
496
Non-Discretionary
$29M
Accounts
72

ContactClients

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Individual Clients
130
AUM
$67.3M
HNW Individual Clients
63
AUM
$208.7M
Pension/Profit Sharing Plan Clients
1
AUM
$6.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANEWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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