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.
|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|