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    Stack Financial Management

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    Description

    • Stack Financial Management, Inc. is a registered independent investment advisory firm, managing over $1 billion in assets for more than 750 clients in 49 states. Our specialty is equity investing, using the same safety-first philosophy and technical approach established by InvesTech Research, a market research firm founded by James Stack over three decades ago. Stack Financial Management was incorporated in 1994 in response to demand from InvesTech Research subscribers for personal portfolio management. Consistent with our dedication to risk-management, we aspire to achieve consistent long-term returns that meet or exceed the market averages while reducing volatility and downside risk. Ultimately, our goal is to provide clients increased peace of mind knowing their assets are managed in a risk-averse manner using time-tested proprietary technical indicators. Our caring team of professionals is committed to achieving the highest standard of honesty, integrity, trust, and excellence in everything we do. *As per SEC regulatory requirements, all comments, endorsements, and interactions have been disabled on this page. Please direct all correspondence to sfm@StackFinancialManagement.com
    • location

      Headquarters:625 Wisconsin Avenue , Whitefish, Montana, United States

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    • Stack Financial Management phone

      Phone Number: +1 406-862-8000

    • Stack Financial Management website

      Website: https://www.stackfinancialmanagement.com

    • Stack Financial Management employees

      Employees:12

    • Stack Financial Management revenue

      Revenue:$1 - 10M

    • Stack Financial Management legal name

      Legal Name:Stack Financial Management

    • Stack Financial Management's Social Media

      Stack Financial Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Compliance Officer for Stack Financial Management

    Jeanine Morreim

    Chief Compliance Officer

    Person level website visitor identification

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    View Employees

    Jeanine Morreim

    Chief Compliance Officer

    James Stack

    President At Stack Financial Management And Investech Research

    Kent Jones

    Chief Financial Officer

    Lisa Stack

    Managing Partner

    Catherine Hetrick

    Vice President

    Frequently Asked Questions regarding Stack Financial Management

    • Where are Stack Financial Management's Headquarters?

      Stack Financial Management's Headquarters are in 625 Wisconsin Avenue ,Whitefish,Montana,United States

    • What is Stack Financial Management's phone number?

      Stack Financial Management's phone number is +1 406-862-8000

    • What is Stack Financial Management's official website?

      Stack Financial Management's official website is https://www.stackfinancialmanagement.com

    • What is Stack Financial Management's Revenue?

      Stack Financial Management's revenue is $1 - 10M

    • What is Stack Financial Management's NAICS code?

      Stack Financial Management's NAICS code is 523930

    • How many employees are working in Stack Financial Management

      Stack Financial Management has 12 employees

    • What is Stack Financial Management's Industry?

      Stack Financial Management is in the industry of Financial Services

    • Who is Stack Financial Management's Chief Compliance Officer?

      Stack Financial Management's Chief Compliance Officer is Jeanine Morreim

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