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Stolzer Rothschild Levy LLC

● SEC registered since 2025CRD 169817SEC# 801-132576Basking Ridge, NJ
Export (members)
Reg. AUM
$145.2M
Employees
2
Accounts
220
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 $145.2 million in regulatory assets under management and employs 2 people.
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Stolzer Rothschild Levy LLC owners & executives

1 reported
NameTitleOwnershipSince
Howard Neil Stolzer ControlPresident, Chief Investment Officer, CcoOver 75%2014

Frequently asked questions

How much does Stolzer Rothschild Levy LLC manage?

Stolzer Rothschild Levy LLC reports $145.2 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

Address233 Mt. Airy Road, Suite 100, Basking Ridge, NJ 07920
Phone7324812200
Fax973-577-4406
Office hours9 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.1M
Non-discretionary$34.1M
Total (RAUM)$145.2M