Stack Asset Management

Stack Asset Management (CRD# 151247) is a financial advisory firm headquartered in San Diego, CA. They manage $20,249,023 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10393 San Diego Mission Road, Suite 110, San Diego, CA 92108
http://www.stackasset.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $355,246
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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
Michael Griffin, financial advisor San Diego CA
Michael W. Griffin
CRD#: 5704499
10393 San Diego Mission Road, Suite 110, San Diego, CA 92108

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

2
Robert Stack, financial advisor San Diego CA
Robert L. Stack
CRD#: 3085967
10393 San Diego Mission Road, Suite 110, San Diego, CA 92108

Robert Stack (CRD# 3085967) is an Investment Advisor Representative working at Stack Asset Management in San Diego, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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