STACK FINANCIAL MANAGEMENT INC

Tel: 406-862-8000

625 Wisconsin Avenue
Whitefish, Montana 59937-2129

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About 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

Firm CRD#:		106785
SEC#:		801-45724
Assets under Management:		$1,797,664,736
No. of Clients:		1529
No. of Advisors:		16
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

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