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Building 2STOLOFF INVESTMENT ADVISORY SERVICES, LLC

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Phone954-559-1165
NotebookSEC #801-76803
Total AUM
$381.3M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
954-559-1165

ReceiptFinancials

Total AUM
$381.3M
Accounts
183
Discretionary
$16.5M
Accounts
23
Non-Discretionary
$364.8M
Accounts
160

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other Fee
Other Compensation
% OF ASSETS MONITORED OR CONSULTED UPON

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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