Stock Management LLC

Stock Management LLC (CRD# 113902) is a financial advisory firm headquartered in Puyallup, WA. They manage $60,302,854 in 1,671 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    1,671
    ACCOUNTS
  • Average Account Value
    $36,088
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
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, OR, VA, WA

Financial Advisors at Stock Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Austin F. Goddard
CRD#: 5257056
Puyallup, WA
93
Wealthminder
score

Austin Goddard (CRD# 5257056) is an Investment Advisor Representative working at Stock Management LLC in Puyallup, WA and has over 9 years of experience in the finance industry.

2
Benny J. Heeb
CRD#: 3036833
Puyallup, WA
93
Wealthminder
score

Benny Heeb (CRD# 3036833) is an Investment Advisor Representative working at Stock Management LLC in Puyallup, WA and has over 18 years of experience in the finance industry.

3
Susan M. Williams
CRD#: 3062867
Puyallup, WA
93
Wealthminder
score

Susan Williams (CRD# 3062867) is an Investment Advisor Representative working at Stock Management LLC in Puyallup, WA and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.