Stack Financial Management Inc
Legal Name: STACK FINANCIAL MANAGEMENT INC
Full Contact Details
Stack Financial Management Inc
625 WISCONSIN AVENUE, WHITEFISH, MT
406-862-8000
406-862-7707
Other Info
Stack Financial Management Inc, a Montana-based firm officially known as STACK FINANCIAL MANAGEMENT INC, has been approved by the U.S Securities and Exchange Commission since February 15, 1994. With a team of 13 employees, including six advisors, the number of clients served by the firm is undisclosed.
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The foundation of Stack Financial Management's investment philosophy is a belief that portfolio construction must be based on a thorough assessment of market risk. With careful attention to the historical forces that move the market, Stack Financial Management utilizes a "safety-first" approach to i…
Direct Owners
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CATHERINE MARIE HETRICK
VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR owns less than 5%
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JAMES BRYAN STACK
PRESIDENT, DIRECTOR owns 75% or more
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LISA ANN STACK
CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR owns less than 5%
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