S
$4.9B Total AUM
$251.0M Disc. AUM
12.7% 3Y CAGR
124 Employees
1,219,629 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex · JP Morgan · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-15-2015
- Office Locations
- 2
Office Locations
450 Park Avenue South Suite 10-111 NEW York NY
-- Homestead FL
About Stash
Stash is a NEW York-based RIA with 2 offices. The firm has been operating for 11 years. Managing $4.9B in total assets under management, with 6 advisory representatives. They custody assets with Apex and JP Morgan.
Team overview
-- AVG AGE
$820.1M AVG AUM / ADVISOR
$4.0K AVG AUM / CLIENT
1.6 yrs AVG TENURE
124 Employees
6 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
BRANDON ALEX KRIEG
Broker, Chief Executive Officer
- CRD
- #4074156
- Ownership
- Less than 5%
Available
Available
Available
K
KATHERINE DAILEY RING
Chief Compliance Officer
- CRD
- #4934458
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
S
SEBASTIAN LAFONTAINE
--
- CRD
- #6089931
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,006,899 | $830 |
| Non-Discretionary | $4,669,723,517 | $3,208 |
| Total | $4,920,730,416 | $2,799 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing