STOLZ & ASSOCIATES, PS of TACOMA, WA is an SEC-registered investment adviser (CRD 117216). Regulatory assets under management: $282.2M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Michelle Teresa Robinson | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Andrew Christopher Stolz | PRESIDENT AND CHIEF INVESTMENT OFFICER | — |
| STOLZ ANDREW CHRISTOPHER | PRESIDENT AND CHIEF INVESTMENT OFFICER; VICE PRESIDENT AND CHIEF INVESTMENT OFFICER; WEALTH PLANNER | — |
| STOLZ DAVID ARTHUR | PRESIDENT; VICE PRESIDENT | — |
| ROBINSON MICHELLE TERESA | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |