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Stack Financial Management

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stack financial management, inc. is a registered independent investment advisory firm, managing over $1 billion in assets for more than 750 clients in 50 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

Headquarters:
625 Wisconsin Avenue, Whitefish, Montana, United States, 59937
Industry:
Financial Services
Founded:
1994
Employees:
15
Annual Revenue:
-
Type: Private
Ticker: -
United States 15
Portfolio ManagementInvestment Advisory"Safety-First" InvestingSafety-First Investing"Safety-First"​ Investing
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:
NAICS Code: 523920Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Portfolio ManagementNational Industry: Portfolio Management
NAICS Code: 561110Sector: Administrative and Support and Waste Management and Remediation ServicesSub Sector: Administrative and Support ServicesIndustry Group: Office Administrative ServicesNAICS Industry: Office Administrative ServicesNational Industry: Office Administrative Services

Frequently asked questions about Stack Financial Management

Let us help answer the most common questions you might have.

Where is Stack Financial Management located?

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Stack Financial Management's headquarters is located at 625 Wisconsin Avenue, Whitefish, Montana, United States, 59937

What is Stack Financial Management's official website?

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Stack Financial Management's official website is stackfinancialmanagement.com

What is Stack Financial Management's SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Stack Financial Management's NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:
NAICS Code: 523920Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: Portfolio ManagementNational Industry: Portfolio Management
NAICS Code: 561110Sector: Administrative and Support and Waste Management and Remediation ServicesSub Sector: Administrative and Support ServicesIndustry Group: Office Administrative ServicesNAICS Industry: Office Administrative ServicesNational Industry: Office Administrative Services

How many employees does Stack Financial Management have?

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Stack Financial Management has 15 employees

What industry does Stack Financial Management belong to?

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Stack Financial Management is in the industry of: Financial Services

What are Stack Financial Management's social media links?

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Stack Financial Management Linkedin page

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Distro — Free Sales Engagement Platform

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