| Name | Title | Ownership | Since |
|---|---|---|---|
| Annell McKee Danczyk Control | Vice President, Senior Portfolio Manager, Director | 10-25% | 2022 |
| Catherine Marie Hetrick Control | Managing Partner, Director | 5-10% | 2022 |
| James Bryan Stack Control | President, Chief Executive Officer, Director | 25-50% | 1994 |
Stack Financial Management Inc reports $1.9 billion in regulatory assets under management on its Form ADV.
Stack Financial Management Inc reports 16 employees.
Stack Financial Management Inc is based in Whitefish, MT and has been SEC-registered since 1994.
Stack Financial Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 625 Wisconsin Avenue, Whitefish, MT 59937-2129 |
| Phone | 406-862-8000 |
| Fax | 406-862-0803 |
| Office hours | 7:30a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1308685 |
| Discloses disciplinary history | No |
| Discretionary | $1.9B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.9B |