| 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 |
Stolz & Associates, Ps reports $230.1 million in regulatory assets under management on its Form ADV.
Stolz & Associates, Ps reports 4 employees.
Stolz & Associates, Ps is based in Tacoma, WA and has been SEC-registered since 2019.
Stolz & Associates, Ps is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $201.8M |
| Non-discretionary | $28.2M |
| Total (RAUM) | $230.1M |