1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2STOLZER ROTHSCHILD LEVY LLC

Map pinBASKING RIDGE, NJ
Phone7324812200
NotebookSEC #801-132576
Total AUM
$166M
Employees
2
Clients
100

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
233 MT. AIRY ROAD
SUITE 100
BASKING RIDGE
NJ 07920
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
7324812200

ReceiptFinancials

Total AUM
$166M
Accounts
245
Discretionary
$126.6M
Accounts
230
Non-Discretionary
$39.3M
Accounts
15

ContactClients

View more in analytics →

Individual Clients
45
AUM
$15.8M
HNW Individual Clients
33
AUM
$98.9M
Pension/Profit Sharing Plan Clients
5
AUM
$10.7M
Charitable Organization Clients
1
AUM
$970K
Corporation or Business Clients
1
AUM
$251K
Other Clients
15
AUM
$39.3M
Description of Other Clients
401K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

View all affiliates →

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

Feature requires an account