Stack Asset Management
28yrs
Top 20% by experience nationwide
Stack Asset Management
San Diego, CA. Legal name: Stack Asset Management Inc.
About the firm
A registered investment advisory firm based in San Diego, California. It manages about $20.7 million for roughly 30 individual clients. Services include investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage
Typical client size ?$688,377
Assets under management ?$20.7 million
Individual clients30
Median years of experience22
FoundedNot stated
Services
Investment management for individuals and small businesses
Advisors at Stack Asset Management
2Advisors
22Median years of experience
1States with offices
–Offices
Also known as
Stack Asset Management Inc.
About Stack Asset Management
How do I contact Stack Asset Management?
Call the main office at (619) 231-3150. The main office is at 10393 San Diego Mission Road Suite 110, San Diego, CA 92108.
How is Stack Asset Management paid?
The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.
What services does Stack Asset Management offer?
Investment management for individuals and small businesses.
How many advisors work at Stack Asset Management?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.