Stack Financial Management Review

Trust Score 97%
Trust Score info_outline

Last updated: May 20th, 2019. Data source: SEC filings.

Stack Financial Management, federally registered in 1994, is a Registered Investment Advisor (RIA) in 35 state(s) with a licensed staff of 7 advisors. Stack Financial Management manages $1.2 billion and provides investment advisory services for 741 clients (1:106 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $750,000
Average Client Balance $1,603,773
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:106
Headquarters Whitefish, MT
SEC Filings Forms and Brochures    (CRD # 106785)
State(s) Registered AZ, CA, CO, CT, FL, GA, ID, IL, IN, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

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