STACK FINANCIAL MANAGEMENT INC - Financial Advisor in Montana, Whitefish

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

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

Firm SEC#:

801-45724

Assets Under Management:

$1,797,664,736

No. of Clients:

1529

No. of Advisors:

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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