STACK FINANCIAL MANAGEMENT INC

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

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 $1,797,664,736 assets under management, offering retirement planning & investment advisory services to 1529 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106785
SEC#	801-45724
Assets Managed by Firm	$1,797,664,736
No. of Clients	1529
No. of Advisors	16

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1529	$1,797,664,736
Individuals (other than high net worth individuals)	230	$154,810,554
High net worth individuals	573	$1,497,951,008
Pension and profit sharing plans	9	$15,868,037
Charitable organizations	10	$17,555,862
Other investment advisers	2	$23,201,438
Corporations or other businesses	36	$88,277,837

More Retirement Planning firms in Whitefish, Montana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
D.A. DAVIDSON & CO. 8 Third Street North Great Falls, MT, 59401	$36,175,333,459	86818	650
INVESTMENT MANAGEMENT GROUP 402 N. Broadway Billings, MT, 59101	$5,065,457,259	2813	30
DAVIDSON INVESTMENT ADVISORS, INC. 8 Third Street North Great Falls, MT, 59401-3104	$4,812,943,447	4203	31
BITTERROOT CAPITAL ADVISORS LLC 118 East Main Street Bozeman, MT, 59715	$1,509,082,717	22	8
ALLIED INVESTMENT ADVISORS LLC 3409 Transtech Way, Suite A Billings, MT, 59102	$1,134,563,584	2138	10

Explore More Retirement Advisors in Whitefish, Montana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.