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STOLZ & ASSOCIATES, PS
CRD 117216 · SEC 801-117720
3102 RUSTON WAY, SUITE A, TACOMA, WA, 98402, United States
Phone
(253) 272-3441
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$282.2M
Discretionary AUM
$253.2M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 130 | $67.3M |
| High net worth individuals | 63 | $208.7M |
States served
CA, NE, WA
All web addresses on file
Official SEC filing: View on IAPD