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STOLZ & ASSOCIATES, PS

Tel: (253) 272-3441
3102 Ruston Way
Suite A
Tacoma, Washington  98402

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STOLZ & ASSOCIATES, PS

STOLZ & ASSOCIATES, PS is a Tacoma, Washington based financial advisory firm with nearly $199,442,103 in assets under management and provides investment advisory services for 474 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

117216

SEC#:

801-117720

No. of Clients:

474

Assets under Management

$199,442,103

No. of Advisors:

6

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