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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STOLZ, DAVID, ARTHUR | I | PRESIDENT | E | Control |
| STOLZ, DAVID, ARTHUR | I | PRESIDENT | E | Control |
| STOLZ, DAVID, ARTHUR | I | PRESIDENT | E | Control |
| STOLZ, DAVID, ARTHUR | I | PRESIDENT | E | Control |
| STOLZ, DAVID, ARTHUR | I | PRESIDENT | E | Control |
| STOLZ, DAVID, ARTHUR | I | VICE PRESIDENT | E | Control |
| STOLZ, DAVID, ARTHUR | I | VICE PRESIDENT | E | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | D | Control |
| STOLZ, DAVID, ARTHUR | I | VICE PRESIDENT | D | Control |
| STOLZ, DAVID, ARTHUR | I | VICE PRESIDENT | D | Control |
| STOLZ, DAVID, ARTHUR | I | VICE PRESIDENT | D | Control |
| STOLZ, DAVID, ARTHUR | I | VICE PRESIDENT | D | Control |
| STOLZ, DAVID, ARTHUR | I | VICE PRESIDENT | D | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | B | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROBINSON, MICHELLE, TERESA | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | WEALTH PLANNER | B | |
| STOLZ, ANDREW, CHRISTOPHER | I | VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | VICE PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
| STOLZ, ANDREW, CHRISTOPHER | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | B | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (3)
CA NE WA
Address
3102 RUSTON WAYSUITE A
TACOMA, WA 98402
United States
Phone: (253) 272-3441