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Stoloff Investment Advisory Services, LLC (Weston)


Stoloff Investment Advisory Services, LLC is a large advisory firm based in Weston. It manages $381.33 million of regulatory assets for 183 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Florida.




Stoloff Investment Advisory Services provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stoloff Investment Advisory Services: assets under management

The assets under management (AUM) of Stoloff Investment Advisory Services, LLC is $381.33 million. The firm's AUM has grown by 1124% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16.52 million in discretionary accounts and $364.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $718.41 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.28 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stoloff Investment Advisory Services, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Weston

The principal office where Stoloff Investment Advisory Services, LLC performs its advisory services is located at 4008 Turquoise Trail, Weston, FL 33331 The mailing address of the firm is 4581 Weston Road #316, Weston, FL 33331. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-559-1165. The normal business hours are by appointment only on Monday - Friday.


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