STOLZER ROTHSCHILD LEVY LLC

STOLZER ROTHSCHILD LEVY LLC of BASKING RIDGE, NJ is an SEC-registered investment adviser (CRD 169817). Regulatory assets under management: $166.0M.

Registration

• CRD: 169817
• SEC file number: 801-132576
• Type: Registered investment adviser
• Location: 233 MT. AIRY ROAD, BASKING RIDGE, NJ, 07920
• Phone: 7324812200
• Latest filing: 2026-03-30
• Regulatory AUM: $166.0M
• Discretionary AUM: $126.6M
• Non-discretionary AUM: $39.3M
• Clients: 2
• Accounts: 245

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169817 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search