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STOLZER ROTHSCHILD LEVY LLC
CRD 169817 · SEC 801-132576
233 MT. AIRY ROAD, SUITE 100, BASKING RIDGE, NJ, 07920, United States
Phone
7324812200
Fax
973-577-4406
Registration
— (—)
Source
State registered
Total AUM
$166.0M
Discretionary AUM
$126.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $15.8M |
| High net worth individuals | 33 | $98.9M |
| Pension/profit sharing plans | 5 | $10.7M |
All web addresses on file
Official SEC filing: View on IAPD