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72. Stack Financial Management

Stack Financial Management

Stack Financial Management, based in Whitefish, MT, is ranked No. 72 on the 2023 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.

Total AUM: $1.8B

Years in Business: 29

Accounts Under Management: 1,526

Previous appearances on FA 100 List: 0

Principals:

James Stack, Founder & Chief Executive Officer

Annell Danczyk, Vice President & Senior Portfolio Manager

Contact:

stackfinancialmanagement.com

625 Wisconsin Avenue, Whitefish, MT 59937

(406) 862-8000

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