Allocator Index · CRD 106785
STACK FINANCIAL MANAGEMENT INC
Whitefish, MT · 406-862-8000 · linkedin.com/company/stack-financial-management
Fit score
60
- hnw>=500+22
- aum $250M-$3.0B+22
- hnw_majority+8
- employees 3-60+8
HNW clients
590
Other individuals
189
HNW assets
$1.72B
Total AUM
$1.99B
Employees
14
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.