S
$141.8M Total AUM
$141.8M Disc. AUM
-- 3Y CAGR
2 Employees
892 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-19-2001
- Office Locations
- 1
Office Locations
-- Puyallup WA
About Stock Management LLC
Stock Management LLC is a Puyallup-based RIA. The firm has been operating for 24 years. Managing $141.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$70.9M AVG AUM / ADVISOR
$158.9K AVG AUM / CLIENT
24.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BENNY JOE HEEB
Associate, Chief Compliance Officer, Managing Member, Owner
- CRD
- #3036833
- Ownership
- 50% but less than 75%
Available
Available
Available
S
SUSAN MICHELLE WILLIAMS
Co-Owner, Managing Member, Vice President
- CRD
- #3062867
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,780,647 | $317,894 |
| Non-Discretionary | $0 | -- |
| Total | $141,780,647 | $317,894 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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