| Name | Title | Ownership | Since |
|---|---|---|---|
| BMO Financial Corp Control | Sole Owner | Over 75% | 2009 |
| Charles M Cassinelli Control | Board Member | Under 5% | 2016 |
| George Patrick Lace | Chief Financial Officer | Under 5% | 2022 |
Stoker Ostler Wealth Advisors, Inc. reports $3.1 billion in regulatory assets under management on its Form ADV.
Stoker Ostler Wealth Advisors, Inc. reports 27 employees.
Stoker Ostler Wealth Advisors, Inc. is based in Scottsdale, AZ and has been SEC-registered since 1997.
Stoker Ostler Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4900 N. Scottsdale Road, Suite 2600, Scottsdale, AZ 85251 |
| Phone | 480-890-8088 |
| Fax | 480-890-8770 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1336488 |
| Discloses disciplinary history | Yes |
| Discretionary | $2.99B |
| Non-discretionary | $105.5M |
| Total (RAUM) | $3.1B |