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STOCK MANAGEMENT LLC
CRD 113902 · SEC 801-130015
AZ, United States
Phone
253-535-5530
Fax
360-925-3314
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.8M
Discretionary AUM
$141.8M
Team
2 total employees; 2 advisory reps; 446 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 362 | $51.2M |
| High net worth individuals | 77 | $87.5M |
| Charitable organizations | 7 | $3.0M |
States served
AZ, CA, OR, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD