James
Stack
Stack Financial Management Inc
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About this Advisor
James Stack is a financial advisor operating out of Whitefish, Montana with a total of 29 years of industry experience. Stack is currently employed by Stack Financial Management Inc. Stack has gained experience at Investech Research and Stack Financial Management Inc. Stack holds a Series 65 license, which qualifies them as an investment advisor representative, and can work in Montana and Texas. Stack Financial Management Inc is a company operating out of Whitefish, MT. It controls $2 billion in assets under management across its 1,468 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises nine charitable organizations. Of its 1,468 customer accounts, 66% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fee schedules usually depend on which services the firm provides the client. However, fee types billed by Stack Financial Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stack Financial Management Inc Brokerage Details
$1,701,274,577
17
1,468
$1,158,906
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
James Stack Work History
James has been registered as a financial advisor for 29 years.*
Stack Financial Management Inc
Investech Research
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Stack to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stack Financial Management Inc
Whitefish, MT
Whitefish, MT
Whitefish, MT
Whitefish, MT
Whitefish, MT
Whitefish, MT
Whitefish, MT
Whitefish, MT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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