Stolz & Associates, Ps

RIASEC Registered
Total AUM
$282M
Discretionary
$253M
90% of AUM
Avg account
$497K
Accounts
568
Employees
5
Advisory reps
3

Firm details

Headquarters
Tacoma, Washington
CRD number
117216
Registered since
December 1, 2019
Website
www.stolzassoc.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI73.95%
  • Individuals23.84%
  • Pension & Profit Sharing Plans2.21%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Stolz & Associates, Ps is an independent, SEC-registered registered investment adviser (since 2019) owned by an individual and focused on serving individual and family clients. The firm charges fees as a percentage of assets under management and lists financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services among its advisory offerings. It does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 83%, Exchange Traded Equities 7%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities7%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Derek Dzingle

    Derek Dzingle

    Client Services CoordinatorCRD 7554603

Contacts

2 of 2
  • Andrew Stolz

    Andrew Stolz

    Wealth PlannerCRD 5721796

  • Michelle Robinson

    Michelle Robinson

    Vice PresidentCRD 5250539

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 22

Active vs passive

$154M in ETFs

Passive

24%

$36.6M

Active

74%

$117M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP)DimensionalActiveLarge Blend$31.9M763,42720.69%
Unlock additional holdings →

Location

Primary office

Tacoma, WA

Pierce

Location

Tacoma, WA

Headquartered in Tacoma, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
Pierce
Address
3102 Ruston Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth