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Building 2STOLOFF INVESTMENT ADVISORY SERVICES, LLC

Map pinWESTON, FL
Phone954-559-1165
NotebookSEC #801-68898
Total AUM
$39.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4008 TURQUOISE TRAIL
WESTON
FL 33331
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
954-559-1165

ReceiptFinancials

Total AUM
$39.7M
Accounts
47
Discretionary
$17.7M
Accounts
25
Non-Discretionary
$22.1M
Accounts
22

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS MONITORED OR CONSULTED UPON, REFERRAL COMPENSATION

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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