STOLZ & ASSOCIATES, PS
CRD #117216 SEC #801-117720 TACOMA, WA (253) 272-3441
SEC Registered
Total AUM
$230.1M
Discretionary
$201.8M
Employees
4
Clients
101
Accounts
584
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $230.1M | $201.8M | $28.2M | 4 | 0 |
| Sep 2024 | $199.4M | $180.8M | $18.6M | 6 | 0 |
| Apr 2024 | $199.4M | $180.8M | $18.6M | 6 | 0 |
| Feb 2024 | $199.4M | $180.8M | $18.6M | 6 | 0 |
| Dec 2023 | $156.4M | $140.4M | $16M | 5 | 0 |
| Nov 2023 | $156.4M | $140.4M | $16M | 5 | 0 |
| Apr 2023 | $156.4M | $140.4M | $16M | 5 | 0 |
| Mar 2023 | $156.4M | $140.4M | $16M | 5 | 0 |
| Feb 2022 | $169.6M | $149.6M | $20M | 4 | 0 |
| Feb 2021 | $133.9M | $116.9M | $17M | 4 | 0 |
| Aug 2020 | $116.4M | $103.8M | $12.6M | 4 | 0 |
| Jun 2020 | $116.4M | $103.8M | $12.6M | 4 | 0 |
| Feb 2020 | $116.4M | $103.8M | $12.6M | 4 | 0 |
| Nov 2019 | $102.9M | $92M | $10.9M | 4 | 0 |
DateMar 2025
Total AUM$230.1M
Discretionary$201.8M
Non-Disc.$28.2M
Employees4
Clients0
DateSep 2024
Total AUM$199.4M
Discretionary$180.8M
Non-Disc.$18.6M
Employees6
Clients0
DateApr 2024
Total AUM$199.4M
Discretionary$180.8M
Non-Disc.$18.6M
Employees6
Clients0
DateFeb 2024
Total AUM$199.4M
Discretionary$180.8M
Non-Disc.$18.6M
Employees6
Clients0
DateDec 2023
Total AUM$156.4M
Discretionary$140.4M
Non-Disc.$16M
Employees5
Clients0
DateNov 2023
Total AUM$156.4M
Discretionary$140.4M
Non-Disc.$16M
Employees5
Clients0
DateApr 2023
Total AUM$156.4M
Discretionary$140.4M
Non-Disc.$16M
Employees5
Clients0
DateMar 2023
Total AUM$156.4M
Discretionary$140.4M
Non-Disc.$16M
Employees5
Clients0
DateFeb 2022
Total AUM$169.6M
Discretionary$149.6M
Non-Disc.$20M
Employees4
Clients0
DateFeb 2021
Total AUM$133.9M
Discretionary$116.9M
Non-Disc.$17M
Employees4
Clients0
DateAug 2020
Total AUM$116.4M
Discretionary$103.8M
Non-Disc.$12.6M
Employees4
Clients0
DateJun 2020
Total AUM$116.4M
Discretionary$103.8M
Non-Disc.$12.6M
Employees4
Clients0
DateFeb 2020
Total AUM$116.4M
Discretionary$103.8M
Non-Disc.$12.6M
Employees4
Clients0
DateNov 2019
Total AUM$102.9M
Discretionary$92M
Non-Disc.$10.9M
Employees4
Clients0