Stolz & Associates, Ps

RIASEC RegisteredEst. 2019
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 registered investment adviser organized as a corporation and SEC-registered in 2019. The firm is owned by an individual and focuses on serving individual and family clients under a percentage-of-AUM fee model. Its core advisory offerings include financial planning and portfolio management for individuals and small businesses, portfolio management services for larger business or institutional clients, and pension consulting services. The firm does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.

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 50%, Exchange Traded Equities 39%, Cash & Cash Equivalents 6%, Other 4%, State & Local Bonds 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities39%
  • Cash & Cash Equivalents6%
  • Other4%
  • State & Local 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%
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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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