Stock Management LLC
Stock Management LLC (CRD# 113902) is a financial advisory firm headquartered in Puyallup, WA. They manage $94,248,527 in 401 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management94MILLION
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Total Number of Accounts401ACCOUNTS
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Average Account Value$235,034
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, OR, VA, WA
Financial Advisors at Stock Management LLC
1
Benny Heeb (CRD# 3036833) is an Investment Advisor Representative working at Stock Management LLC in Puyallup, WA and has over 25 years of experience in the finance industry.
2
Susan Williams (CRD# 3062867) is an Investment Advisor Representative working at Stock Management LLC in Puyallup, WA and has over 22 years of experience in the finance industry.
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