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Stolzer Rothschild Levy LLC

EST. AUM
$165,969,000

CONTACTS
1

CLIENT ACCOUNTS
245

Firm Details

Metro area Princeton
CRD Number 169817
Website srlam.com
Client types

Overview

Stolzer Rothschild Levy LLC registered as an Investment Adviser with the state of New Jersey in January 2014. Stolzer Rothschild Levy LLC is a Delaware limited liability company that operates as a foreign entity within the State of New Jersey. Stolzer Rothschild Levy LLC’s wealth management services are directed towards individuals, high net worth families, retirement plans and other advisers. They provide asset selection and allocation services to retirement plans, which include employee directed defined contribution 401(k) and/or 403(b) plans, defined benefit, and similar retirement plans. They may also serve as sub-advisors to other advisors and provide pension-related services and non-specific investment advice.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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