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STASH

STASH INVESTMENTS LLC

CRD 226550 · SEC 801-96294

Visit website

450 PARK AVENUE SOUTH, SUITE 10-111, NEW YORK, NY, 10016, United States

Phone

(800) 205-5164

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.92B

Discretionary AUM

$251.0M

Team

124 total employees; 6 advisory reps; 81359 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicals

Client types

TypeClientsAUM
Individuals1138270$4.92B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD