STOLZ & ASSOCIATES, PS
SEC Form ADV profile.
Total regulatory AUM
$282,195,649
Discretionary
$253,170,912
Non-discretionary
$29,024,737
Firm details
- CRD number
- 117216
- SEC file number
- 801-117720
- Main office
- TACOMA, WA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.