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Building 2STACK FINANCIAL MANAGEMENT INC

Map pinWHITEFISH, MT
Phone406-862-8000
NotebookSEC #801-45724
Total AUM
$2B
Employees
14
Clients
833

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
625 WISCONSIN AVENUE
WHITEFISH
MT 59937-2129
United States
Operating Hours
7:30AM TO 5:00PM
Monday - Friday
Phone
406-862-8000

ReceiptFinancials

Total AUM
$2B
Accounts
1,524
Discretionary
$2B
Accounts
1,524
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
189
AUM
$126.8M
HNW Individual Clients
590
AUM
$1.7B
Pension/Profit Sharing Plan Clients
10
AUM
$18.3M
Charitable Organization Clients
10
AUM
$19.4M
Investment Advisor Clients
2
AUM
$20.3M
Corporation or Business Clients
32
AUM
$91.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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