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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-12-2014
- Office Locations
- 1
Office Locations
About Stolzer Rothschild Levy LLC
Stolzer Rothschild Levy LLC is a New Jersey fee-based RIA providing fiduciary wealth management and workplace retirement plan consulting and management. The firm delivers financial planning, risk tolerance analysis, and health/elder-care assessments alongside strategic portfolio management, often implemented with ETFs and mutual funds. For employers, they support 401(k), cash balance, and defined benefit plans. Custody includes Charles Schwab.
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Client Personas
CRM
Custodian
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Investment Themes
Investment Vehicles
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Services
Technology
Owner & Executives
HOWARD NEIL STOLZER
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #1551722
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Alexander Joseph Petronella Jr.
--
- CRD
- #6939004
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,629,651 | $550,564 |
| Non-Discretionary | $39,339,349 | $2,622,623 |
| Total | $165,969,000 | $677,424 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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