S
$20.7M Total AUM
$20.7M Disc. AUM
-- 3Y CAGR
2 Employees
30 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-30-2009
- Office Locations
- 1
Office Locations
10393 SAN Diego Mission Road Suite 110 SAN Diego CA
About Stack Asset Management
STACK Asset Management is a San Diego-based RIA providing discretionary portfolio management and goal-based financial planning for retail clients, including entrepreneurs. Portfolios emphasize diversified asset allocation using ETFs and mutual funds, with tax planning and insurance planning support. Custodies primarily with Charles Schwab.
Team overview
52 AVG AGE
$10.3M AVG AUM / ADVISOR
$688.4K AVG AUM / CLIENT
8.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
ROBERT LOUIS STACK
Associate, Chief Executive Officer
- CRD
- #3085967
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MICHAEL WAYNE GRIFFIN
Chief Operating Officer, COMPLIANCE OFFICER
- CRD
- #5704499
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,651,295 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,651,295 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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