STOLZ & ASSOCIATES, PS

3102 Ruston Way
Suite 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 $199,442,103 assets under management, offering retirement planning & investment advisory services to 474 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117216
SEC#	801-117720
Assets Managed by Firm	$199,442,103
No. of Clients	474
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	474	$199,442,103
Individuals (other than high net worth individuals)	116	$53,070,177
High net worth individuals	49	$139,034,384
Pension and profit sharing plans	6	$7,317,474
Corporations or other businesses	Fewer than 5 clients	$20,068

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