Investment adviser · CRD 139422
STOLOFF INVESTMENT ADVISORY SERVICES, LLC
Investment adviser filing (IA)
· Form ADV filed Mar 31, 2017
- Regulatory AUM
- $381M Form ADV · Item 5.F
- Client accounts
- 183 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2017. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Fixed
Principal office
CRD 139422
Filing source
Form ADV 1103090 · Mar 31, 2017 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.