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).

By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    401
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, OR, VA, WA

Financial Advisors at Stock Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Benny J. Heeb
CRD#: 3036833
Puyallup, WA

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 M. Williams
CRD#: 3062867
Puyallup, WA

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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