Stolz & Associates, Ps
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
FINTRXOverview
Stolz & Associates, Ps is an independent, individually owned registered investment adviser that charges clients a percentage of assets under management. The firm is SEC-registered (registration year 2019) and focuses on individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its business model emphasizes managed portfolios and mutual/public fund usage rather than acting as a capital allocator, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$125M in ETFs
31%
$38.5M
67%
$87M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP) | Dimensional | Active | Global Bond USD Hedged | $23.3M | 448,241 | 18.55% |
Location
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
Similar firms
GQG Private Capital Solutions LLC
RIATacoma, WA
Seneschal Family Office
RIATacoma, WA
Rainier Family Wealth, Inc.
RIATacoma, WA
MKT and Associates LLC
RIATacoma, WA
Columbia River Advisors
RIATacoma, WA
Gould Capital, LLC
RIATacoma, WA