Stolz & Associates, Ps
● SEC registered since 2019CRD 117216SEC# 801-117720Tacoma, WA
Reg. AUM
$282.2M
Employees
5
Accounts
568
Location
Tacoma, WA
Stolz & Associates, Ps assets under management
Stolz & Associates, Ps is an SEC-registered investment adviser based in Tacoma, WA. The firm has been registered since 2019. It reports $282.2 million in regulatory assets under management and employs 5 people.
Stolz & Associates, Ps owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Christopher Stolz Control | President And Chief Investment Officer | 50-75% | 2021 |
| Michelle Teresa Robinson Control | Vice President And Chief Compliance Officer | 25-50% | 2007 |
Frequently asked questions
How much does Stolz & Associates, Ps manage?
Stolz & Associates, Ps reports $282.2 million in regulatory assets under management on its Form ADV.
How many employees does Stolz & Associates, Ps have?
Stolz & Associates, Ps reports 5 employees.
Where is Stolz & Associates, Ps located?
Stolz & Associates, Ps is based in Tacoma, WA and has been SEC-registered since 2019.
Does Stolz & Associates, Ps disclose fund performance?
Stolz & Associates, Ps is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3102 Ruston Way, Suite a, Tacoma, WA 98402 |
| Phone | (253) 272-3441 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2108989 |
| Discloses disciplinary history | No |
Regulatory AUM
$282.2M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$282.2Mregulatory AUM
Discretionary $253.2MNon-discretionary $29M