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Home > Retirement Planners > washington > tacoma > STOLZ & ASSOCIATES, PS
STOLZ & ASSOCIATES, PS
3102 Ruston Way
Ste A
Tacoma, Washington 98402
Tel: (253) 272-3441
About STOLZ & ASSOCIATES, PS
STOLZ & ASSOCIATES, PS, formally registered with the SEC as STOLZ & ASSOCIATES, PS. The firm was established in 12/01/2019. They have over 1 offices throughout the country.
STOLZ & ASSOCIATES, PS is a Tacoma, Washington based Financial Planning firm with nearly $156,392,935 assets under management, offering retirement planning & investment advisory services to 466 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 117216 |
| SEC# | 801-117720 |
| Assets Managed by Firm | $156,392,935 |
| No. of Clients | 466 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 466 | $156,392,935 |
| Individuals (other than high net worth individuals) | 107 | $42,647,117 |
| High net worth individuals | 45 | $106,226,295 |
| Pension and profit sharing plans | 6 | $7,519,523 |
More Retirement Planning firms in Tacoma, Washington:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $386,290,864,100 | 132036 | 836 | |
| $156,620,655,662 | 744 | 651 | |
| $47,233,145,795 | 69895 | 651 | |
| $41,232,351,167 | 113 | 12 | |
| $26,539,000,000 | 19 | 114 |
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