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Stack Financial Management Inc

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 $1,712,114,137 in assets under management and provides investment advisory services for 1378 clients. There are currently 17 financial advisors at the firm.


General Information

Firm CRD#:   106785
SEC#:   801-45724
Assets under Management:   $1,712,114,137
No. of Clients:   1378
No. of Advisors:   17
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Educational seminars/workshops
Fee Structure:   A percentage of AUM

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