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STACK FINANCIAL MANAGEMENT INC

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

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STACK FINANCIAL MANAGEMENT INC

STACK FINANCIAL MANAGEMENT INC is a Whitefish, Montana based financial advisory firm with nearly $1,797,664,736 in assets under management and provides investment advisory services for 1529 clients. There are currently 16 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM

Firm CRD#:

106785

SEC#:

801-45724

No. of Clients:

1529

Assets under Management

$1,797,664,736

No. of Advisors:

16

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