Stack Financial Management Review

Trust Score 97%
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Stack Financial Management, federally registered in 1994, is a Registered Investment Advisor (RIA) in 34 state(s) with a licensed staff of 8 advisors. Stack Financial Management manages $1.3 billion and provides investment advisory services for 684 clients (1:86 advisor/client ratio).

Stack Financial Management requires a $750,000 minimum investment.



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Managed Investing

Feature Value
Minimum Investment $750,000
Average Account AUM $1,839,627
Hybrid Advisor No
Disciplinary History No
Total AUM $1.3 billion
Advisor / Client Ratio 1:86
Headquarters Whitefish, MT
SEC Filings Forms and Brochures

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