Stack Financial Management Inc is a large advisory firm based in Whitefish. It manages $1.19 billion of regulatory assets for 1,289 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 33 other states.
Stack Financial Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stack Financial Management Inc is $1.19 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3067% since the beginning of its operation, and $3.99 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Stack Financial Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Lisa Stack is high net worth individuals with 379 clients and $861.23 million of assets under management. Among the 8 most similar advisory firms, Stack Financial Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.19 billion for 741 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Stack Financial Management doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Lisa Stack has been acting as President since 1 Jan 1994. Catherine Marie Hetrick joined the executive team most recently as the Vice President, Chief Compliance Officer, Director.
The principal office where Stack Financial Management Inc performs its advisory services is located at 625 Wisconsin Avenue, Whitefish, MT 59937 2129, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 406-862-8000 or by fax 406-862-7707. The normal business hours are 7:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at stackfinancialmanagement.com and its LinkedIn profile.