STACKWELL

100 Summer Street
Suite 1600
Boston, Massachusetts 02110
Tel: 617-455-4741

About STACKWELL

STACKWELL, formally registered with the SEC as STACKWELL. The firm was established in 11/24/2021. They have over 1 offices throughout the country.

STACKWELL is a Boston, Massachusetts based Financial Planning firm with nearly $1,415,001 assets under management, offering retirement planning & investment advisory services to 2476 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316298
SEC#	801-122757
Assets Managed by Firm	$1,415,001
No. of Clients	2476
No. of Advisors	6

Fee Structure

Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2476	$1,415,001
Individuals (other than high net worth individuals)	2476	$1,415,001

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