STACK FINANCIAL MANAGEMENT INC is a Whitefish, Montana based financial advisory firm with nearly $1,701,274,577 in assets under management and provides investment advisory services for 1468 clients. There are currently 17 financial advisors at the firm.
General Information |
Firm CRD#: | 106785 | |
SEC#: | 801-45724 | |
Assets under Management: | $1,701,274,577 | |
No. of Clients: | 1468 | |
No. of Advisors: | 17 | |
Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Educational Seminars/ Workshops | |
Fee Structure: | A Percentage of AUM |