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James Bryan Stack

STACK FINANCIAL MANAGEMENT INC·WHITEFISH, Montana
Unclaimed Profile
625 WISCONSIN AVENUE, WHITEFISH, MT 59937-2129CRD# 2458324Firm CRD# 106785
01

About

James Bryan Stack is a registered financial advisor based in WHITEFISH, Montana, affiliated with STACK FINANCIAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
STACK FINANCIAL MANAGEMENT INC
STACK FINANCIAL MANAGEMENT INC
AUM
$1.8B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at STACK FINANCIAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2458324
Firm CRD# 106785
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Bryan Stack offer?
James Bryan Stack specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WHITEFISH, Montana for a consultation.
What are James Bryan Stack's credentials?
James Bryan Stack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bryan Stack located?
James Bryan Stack is based in WHITEFISH, Montana, working with STACK FINANCIAL MANAGEMENT INC. Their office serves clients in the WHITEFISH metropolitan area and surrounding communities.
How does James Bryan Stack charge for services?
James Bryan Stack's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STACK FINANCIAL MANAGEMENT INC?
STACK FINANCIAL MANAGEMENT INC has approximately 16 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WHITEFISH
Catherine Marie Hetrick — STACK FINANCIAL MANAGEMENT INCNancy Denise Falkner — STACK FINANCIAL MANAGEMENT INCAlfred Francis Matarazzo — MAIN LINE RETIREMENT ADVISORS, LLCZachary Taylor Matarazzo — MAIN LINE RETIREMENT ADVISORS, LLCLisa Ann Stack — STACK FINANCIAL MANAGEMENT INC
Nearby cities in Montana
BILLINGS (43)GREAT FALLS (40)BOZEMAN (21)MISSOULA (17)HELENA (5)
City Guides
BILLINGS GuideGREAT FALLS GuideBOZEMAN GuideMISSOULA GuideHELENA Guide
Research
Advisor Fees in MontanaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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