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
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
FRONT STREET CAPITAL MANAGEMENT, INC. 218 East Front Street Suite 205 Missoula, MT, 59802	$615,000,000	1463	6

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