Stack Financial Management
Investment Management • 
Whitefish, Montana, United States • 11-20 Employees
Company overview
| Headquarters | 625 Wisconsin Ave., Whitefish, Montana 59937, US |
| Phone number | +18007905001 |
| Website | |
| NAICS | 5231 |
| Keywords | Portfolio Management, Investment Advisory, "Safety-First" Investing |
| Founded | 1994 |
| Employees | 11-20 |
| Socials |
Key Contact at Stack Financial Management
Aimee Weller
Director Of Client Relations
Stack Financial Management Email Formats
Stack Financial Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@stackfinancialmanagement.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@stackfinancialmanagement.com | 75% |
{first name}{last name} | johndoe@stackfinancialmanagement.com | 25% |
About Stack Financial Management
Stack Financial Management, Inc. is a registered independent investment advisory firm, managing $1.9 billion in assets for more than 850 clients in 47 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 four decades ago. Stack Financial Management was founded in 1994 in response to growing demand for a risk management approach to personal portfolio management. We aspire to maximize long-term returns in a manner that reduces volatility and emphasizes preservation of capital. Ultimately, our goal is to give clients increased peace of mind knowing their assets are being managed in a value conscious fashion with a focus on risk management, so they can spend time doing the things they enjoy most rather than worrying about the market. Our caring team of professionals is committed to achieving the highest standard of honesty, integrity, trust, and excellence in everything we do. For more information about our services, we encourage you to visit our website. *All comments and endorsements have been disabled on this page. Please direct all correspondence to sfm@StackFinancialManagement.com
Stack Financial Management revenue & valuation
| Annual revenue | $31,600,000 |
| Revenue per employee | $2,870,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $101,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Stack Financial Management has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Stack Financial Management has never raised funding before.
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