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STACK FINANCIAL MANAGEMENT INC

625 Wisconsin Avenue
Whitefish, Montana 59937-2129
Tel: 406-862-8000

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About STACK FINANCIAL MANAGEMENT INC

STACK FINANCIAL MANAGEMENT INC, formally registered with the SEC as STACK FINANCIAL MANAGEMENT INC. The firm was established in 02/15/1994. They have over 1 offices throughout the country.

STACK FINANCIAL MANAGEMENT INC is a Whitefish, Montana based Financial Planning firm with nearly $1,701,274,577 assets under management, offering retirement planning & investment advisory services to 1468 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106785
SEC# 801-45724
Assets Managed by Firm $1,701,274,577
No. of Clients 1468
No. of Advisors 17

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1468$1,701,274,577
Individuals (other than high net worth individuals)229$155,835,240
High net worth individuals551$1,401,162,217
Pension and profit sharing plans8$15,283,742
Charitable organizations9$17,298,188
Other investment advisers2$22,934,516
Corporations or other businesses39$88,760,674
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DAVIDSON INVESTMENT ADVISORS, INC.
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BITTERROOT CAPITAL ADVISORS LLC
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ALLIED INVESTMENT ADVISORS LLC
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