Stolzer Rothschild Levy LLC
● SEC registered since 2025CRD 169817SEC# 801-132576Basking Ridge, NJ
Reg. AUM
$166M
Employees
2
Accounts
245
Location
Basking Ridge, NJ
Stolzer Rothschild Levy LLC assets under management
Stolzer Rothschild Levy LLC is an investment advisory firm registered with the SEC based in Basking Ridge, NJ. The firm has been registered since 2025. It reports $166 million in regulatory assets under management and employs 2 people.
Stolzer Rothschild Levy LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Howard Neil Stolzer Control | President, Chief Investment Officer, Cco | Over 75% | 2014 |
Frequently asked questions
How much does Stolzer Rothschild Levy LLC manage?
Stolzer Rothschild Levy LLC reports $166 million in regulatory assets under management on its Form ADV.
How many employees does Stolzer Rothschild Levy LLC have?
Stolzer Rothschild Levy LLC reports 2 employees.
Where is Stolzer Rothschild Levy LLC located?
Stolzer Rothschild Levy LLC is based in Basking Ridge, NJ and has been SEC-registered since 2025.
Does Stolzer Rothschild Levy LLC disclose fund performance?
Stolzer Rothschild Levy LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 233 Mt. Airy Road, Suite 100, Basking Ridge, NJ 07920 |
| Phone | 7324812200 |
| Fax | 973-577-4406 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$166M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$166Mregulatory AUM
Discretionary $126.6MNon-discretionary $39.3M