0001336488-17-000001.txt : 20170207 0001336488-17-000001.hdr.sgml : 20170207 20170207171432 ACCESSION NUMBER: 0001336488-17-000001 CONFORMED SUBMISSION TYPE: 13F-NT PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170207 DATE AS OF CHANGE: 20170207 EFFECTIVENESS DATE: 20170207 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: 17580034 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 true 0001336488 XXXXXXXX 12-31-2016 12-31-2016 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 02-07-2017