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| Keyboard |
| Stolzer Rothschild Levy LLC
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|---|---|
| CRD # | 169817 |
| SEC # | 801-132576 |
| CIK # | |
| AUM | 166.0 M (2026-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 732-481-2200 |
| Address | 233 Mt Airy Road Basking Ridge, NJ 07920 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 15.8 |
| (b) Individuals (high net worth individuals) | 33 | 98.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 10.7 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 15 | 39.3 |
| Total | 245 | 166.0 |
| By Discretionary | ||
| Discretionary | 230 | 126.6 |
| Non-Discretionary | 15 | 39.3 |
| Total | 245 | 166.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.0 | |
| Total | 245 | 166.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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Conway Partners Management LLC
✚
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166.3 M | |
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Great Lakes Wealth LLC
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AFG Fiduciary Services Limited Partnership
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Strong Retirement Solutions LLC
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W & S Management Services Inc
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|
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Vestpointe Wealth Management LLC
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AZ | 165.8 M |
|
Vision Financial Management LLC
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OH | 165.7 M |
|
Feltl Advisors LLC
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|
MK Brown Wealth Advisory LLC
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OH | 165.5 M |