STOLZER ROTHSCHILD LEVY LLC
CRD #169817 SEC #801-132576 BASKING RIDGE, NJ 7324812200
SEC Registered
Total AUM
$145.2M
Discretionary
$111.1M
Employees
2
Clients
10
Accounts
220
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 9, 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 |
|---|---|---|---|---|
| STOLZER, HOWARD, NEIL | I | CCO | E | Control |
| STOLZER, HOWARD, NEIL | I | CCO | E | Control |
| STOLZER, HOWARD, NEIL | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CCO | E | Control |
Registrations
Federal
IA
Apr 9, 2025 REGISTERED
Notice Filings (2)
NJ NY
Address
233 MT. AIRY ROADSUITE 100
BASKING RIDGE, NJ 07920
United States
Phone: 7324812200