Stack Asset Management

Stack Asset Management (CRD# 151247) is a financial advisory firm headquartered in San Diego, CA. They manage $20,000,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $266,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Stack Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Robert L. Stack
CRD#: 3085967
4045 Bonita Road, Suite 305, Bonita, CA 91902
93
Wealthminder
score

Robert Stack (CRD# 3085967) is an Investment Advisor Representative working at Stack Asset Management in Bonita, CA and has over 18 years of experience in the finance industry.

2
Michael W. Griffin
CRD#: 5704499
4045 Bonita Road, Suite 305, Bonita, CA 91902
90
Wealthminder
score

Michael Griffin (CRD# 5704499) is an Investment Advisor Representative working at Stack Asset Management in Bonita, CA and has 1 year of experience in the finance industry.

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