Stolz & Associates, Ps

Stolz & Associates, Ps (CRD# 117216) is a financial advisory firm headquartered in Tacoma, WA. They manage $199,442,103 in 474 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3102 Ruston Way, Suite A, Tacoma, WA 98402
https://www.linkedin.com/company/stolz-
By the Numbers
  • Total Assets Under Management
    199
    MILLION
  • Total Number of Accounts
    474
    ACCOUNTS
  • Average Account Value
    $420,764
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NE, WA

Financial Advisors at Stolz & Associates, Ps
Showing 1 - 4 of 4 top financial advisors.
1
Michelle Robinson, financial advisor Tacoma WA
Michelle T. Robinson
CRD#: 5250539
3102 Ruston Way Ste A, Tacoma, WA 98402

Michelle Robinson (CRD# 5250539) is an Investment Advisor Representative working at Stolz & Associates, Ps in Tacoma, WA and has 1 year of experience in the finance industry.

2
Andrew Stolz, financial advisor Tacoma WA
Andrew C. Stolz
CRD#: 5721796
3102 Ruston Way Ste A, Tacoma, WA 98402

Andrew Stolz (CRD# 5721796) is an Investment Advisor Representative working at Stolz & Associates, Ps in Tacoma, WA and has over 14 years of experience in the finance industry.

3
David Stolz, financial advisor Tacoma WA
David A. Stolz
CRD#: 4488123
3102 Ruston Way Ste A, Tacoma, WA 98402

David Stolz (CRD# 4488123) is an Investment Advisor Representative working at Stolz & Associates, Ps in Tacoma, WA and has 1 year of experience in the finance industry.

4
Derek Dzingle, financial advisor Tacoma WA
Derek C. Dzingle
CRD#: 7554603
3102 Ruston Way, Suite A, Tacoma, WA 98402

Derek Dzingle (CRD# 7554603) is an Investment Advisor Representative working at Stolz & Associates, Ps in Tacoma, WA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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