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STACK ASSET MANAGEMENT
STACK ASSET MANAGEMENT INC.
CRD 151247
10393 SAN DIEGO MISSION ROAD, SUITE 110, SAN DIEGO, CA, 92108, United States
Phone
619-231-3150
Fax
619-231-3151
Registration
— (—)
Source
State registered
Total AUM
$20.7M
Discretionary AUM
$20.7M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-09
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $3.7M |
| High net worth individuals | 11 | $16.9M |
All web addresses on file
Official SEC filing: View on IAPD