Frank Charles Stolfa

Employer firm

Wasatch Advisors LP CRD 106081

$23.3B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PROVIDE MODEL PORTFOLIO DATA TO CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → Present
  Wasatch Advisors, Lp
  Salt Lake City, UT
• 02/2004 → Present
  Alps Distributors, Inc.
  Denver, CO

Other Businesses

Wasatch Advisors LP, 505 Wakara Way 3rd Floor Salt Lake City UT 84108, RIA, Client Relationship Manager, 02/2004, 160 hrs/mon, 130 hrs/mon during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-04-12
• S63 Uniform Securities Agent State Law Examination
  2004-03-26

Other Names

• Chuck Stolfa
• Frank Charles Stolfa
• Charles Stolfa