625 Wisconsin Avenue
Whitefish, Montana 59937-2129
Tel: 406-862-8000
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.
SEC Current Status | Approved |
Firm CRD# | 106785 |
SEC# | 801-45724 |
Assets Managed by Firm | $1,701,274,577 |
No. of Clients | 1468 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1468 | $1,701,274,577 |
Individuals (other than high net worth individuals) | 229 | $155,835,240 |
High net worth individuals | 551 | $1,401,162,217 |
Pension and profit sharing plans | 8 | $15,283,742 |
Charitable organizations | 9 | $17,298,188 |
Other investment advisers | 2 | $22,934,516 |
Corporations or other businesses | 39 | $88,760,674 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$23,892,459,266 | 76487 | 600 | |
$4,470,755,002 | 2044 | 26 | |
$3,983,537,292 | 3611 | 32 | |
$1,228,715,227 | 18 | 8 | |
$734,330,767 | 1699 | 12 |
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