0001336488-16-000007.txt : 20161026 0001336488-16-000007.hdr.sgml : 20161026 20161026163404 ACCESSION NUMBER: 0001336488-16-000007 CONFORMED SUBMISSION TYPE: 13F-NT PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161026 DATE AS OF CHANGE: 20161026 EFFECTIVENESS DATE: 20161026 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stoker Ostler Wealth Advisors CENTRAL INDEX KEY: 0001336488 IRS NUMBER: 860862232 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-NT SEC ACT: 1934 Act SEC FILE NUMBER: 028-11481 FILM NUMBER: 161952961 BUSINESS ADDRESS: STREET 1: 4900 N. SCOTTSDALE RD STREET 2: SUITE #2600 CITY: SCOTTSDALE STATE: AZ ZIP: 85251 BUSINESS PHONE: 480-890-8088 MAIL ADDRESS: STREET 1: 4900 N. SCOTTSDALE RD STREET 2: SUITE #2600 CITY: SCOTTSDALE STATE: AZ ZIP: 85251 FORMER COMPANY: FORMER CONFORMED NAME: Private Wealth Management, Inc. DATE OF NAME CHANGE: 20050818 13F-NT 1 primary_doc.xml 13F-NT LIVE false true false 0001336488 XXXXXXXX 09-30-2016 09-30-2016 Stoker Ostler Wealth Advisors
4900 N. SCOTTSDALE RD SUITE #2600 SCOTTSDALE AZ 85251
13F NOTICE 028-11481 0000927971 BANK OF MONTREAL /CAN/ N
Dragan Lazich Chief Compliance Officer 312-461-3722 Dragan Lazich Chicago IL 10-26-2016