Stolzer Rothschild Levy LLC
Stolzer Rothschild Levy LLC is an SEC-registered ria in Basking Ridge, NJ with $166.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Stolzer Rothschild Levy LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169817, SEC 801-132576, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $166.0M (2026-03-30)
- Firm type
- Ria
- Location
- Basking Ridge, NJ
- Employees
- 2
- Clients
- 98
- CRD
- 169817
- Ownership
- STOLZER, HOWARD, NEIL
How much AUM does Stolzer Rothschild Levy LLC have?
Stolzer Rothschild Levy LLC reported $166.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Stolzer Rothschild Levy LLC?
Disclosed owners and executives of Stolzer Rothschild Levy LLC include STOLZER, HOWARD, NEIL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.