Company Overview
- Headquarters
- 625 Wisconsin Ave., Whitefish MT
- Website
- stackfinancialmanagement.com
- Phone
- (800) 790-5001
- Employees
- 3
- Founded in
- 1994
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$10B
Who is Stack Financial Management
Stack Financial Management, Inc. is a registered independent investment advisory firm located in Whitefish, Montana. The company employs 3 people and generates revenue of over $10,000. Stack Financial Management specializes in equity investing, employing a "safety-first" philosophy and technical approach inspired by InvesTech Research. They manage approximately $1.8 billion in assets for over 850 clients across 48 states. Their goal is to maximize long-term returns while minimizing volatility and prioritizing capital preservation. Founded in 1994, Stack Financial Management aims to provide clients with peace of mind by managing their assets responsibly and ethically. Their team of professionals is dedicated to honesty, integrity, trust, and excellence. For more information about Stack Financial Management's services, visit their website at stackfinancialmanagement.com. Correspondence can be directed to [email protected].
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |