STACK FINANCIAL MANAGEMENT INC
CRD #106785 SEC #801-45724 WHITEFISH, MT 406-862-8000
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
16
Clients
51
Accounts
1,548
Firm Details
- Organization Type
- Corporation
- State of Formation
- Montana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FALKNER, NANCY, DENISE | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| FALKNER, NANCY, DENISE | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| FALKNER, NANCY, DENISE | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| FALKNER, NANCY, DENISE | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| FALKNER, NANCY, DENISE | I | DIRECTOR, DIRECTOR OF OPERATIONS | NA | Control |
| FALKNER, NANCY, DENISE | I | VICE PRESIDENT AND DIRECTOR OF OPERATIONS, DIRECTOR | NA | Control |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER, CORPORATE SECRETARY | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER, CORPORATE SECRETARY | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER, CORPORATE SECRETARY | NA | |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER, CORPORATE SECRETARY | NA | |
| HETRICK, CATHERINE, MARIE | I | DIRECTOR, CHIEF COMPLIANCE OFFICER | NA | Control |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER, CORPORATE SECRETARY | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER, CORPORATE SECRETARY | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER, CORPORATE SECRETARY | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER, CORPORATE SECRETARY | NA | |
| HETRICK, CATHERINE, MARIE | I | CHIEF COMPLIANCE OFFICER, CORPORATE SECRETARY | NA | |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | NA | Control |
| Jones, Kent, Millard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jones, Kent, Millard | I | CHIEF OPERATING OFFICER, DIRECTOR OF FINANCE | NA | Control |
| Jones, Kent, Millard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jones, Kent, Millard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jones, Kent, Millard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jones, Kent, Millard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jones, Kent, Millard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jones, Kent, Millard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jones, Kent, Millard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jones, Kent, Millard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Jones, Kent, Millard | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MORREIM, JEANINE, LYNETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORREIM, JEANINE, LYNETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORREIM, JEANINE, LYNETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORREIM, JEANINE, LYNETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORREIM, JEANINE, LYNETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORREIM, JEANINE, LYNETTE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STACK, LISA | I | DIRECTOR | NA | |
| STACK, LISA, ANN | I | DIRECTOR/CHIEF FINANCIAL OFFICER | NA | |
| STACK, LISA, ANN | I | DIRECTOR/CHIEF FINANCIAL OFFICER | NA | |
| STACK, LISA, ANN | I | DIRECTOR/CHIEF FINANCIAL OFFICER | NA | |
| STACK, LISA, ANN | I | DIRECTOR/CHIEF FINANCIAL OFFICER | NA | |
| STACK, LISA, ANN | I | DIRECTOR/CHIEF FINANCIAL OFFICER | NA | |
| STACK, LISA, ANN | I | DIRECTOR/CHIEF FINANCIAL OFFICER | NA | |
| STACK, LISA, ANN | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| STACK, LISA, ANN | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| STACK, LISA, ANN | I | DIRECTOR | NA | |
| STACK, LISA, ANN | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| STACK, LISA, ANN | I | DIRECTOR/CHIEF FINANCIAL OFFICER | NA | |
| STACK, LISA, ANN | I | DIRECTOR/CHIEF FINANCIAL OFFICER | NA | |
| STACK, LISA, ANN | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| STACK, LISA, ANN | I | DIRECTOR | NA | |
| STACK, LISA, ANN | I | DIRECTOR | NA | |
| STACK, LISA, ANN | I | DIRECTOR/CHIEF FINANCIAL OFFICER | NA | |
| STACK, LISA, ANN | I | DIRECTOR | NA | |
| STACK, LISA, ANN | I | DIRECTOR | NA | |
| STACK, LISA, ANN | I | DIRECTOR | NA | |
| STACK, LISA, ANN | I | DIRECTOR | NA | |
| STACK, LISA, ANN | I | DIRECTOR/CHIEF FINANCIAL OFFICER | NA | |
| STACK, LISA, ANN | I | CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | DIRECTOR, CHIEF FINANCIAL OFFICER | NA | Control |
| STACK, LISA, ANN | I | CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | CORPORATE SECRETARY, CHIEF FINANCIAL OFFICER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | SECRETARY/TREASURER, MANAGING PARTNER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | SECRETARY/TREASURER, MANAGING PARTNER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | SECRETARY/TREASURER, MANAGING PARTNER, DIRECTOR | NA | Control |
| STACK, LISA, ANN | I | SECRETARY/TREASURER, MANAGING PARTNER, DIRECTOR | NA | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | E | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | D | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | D | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | D | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | C | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | C | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | C | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | C | Control |
| STACK, JAMES, BRYAN | I | PRESIDENT, CHIEF EXECUTIVE OFFICER, DIRECTOR | C | Control |
| DANCZYK, ANNELL, MCKEE | I | SENIOR PORTFOLIO MANAGER, DIRECTOR OF ADVISORY SERVICES, DIRECTOR | B | Control |
| DANCZYK, ANNELL, MCKEE | I | SENIOR PORTFOLIO MANAGER, DIRECTOR OF ADVISORY SERVICES, DIRECTOR | B | Control |
| DANCZYK, ANNELL, MCKEE | I | SENIOR PORTFOLIO MANAGER, DIRECTOR OF ADVISORY SERVICES, DIRECTOR | B | Control |
| DANCZYK, ANNELL, MCKEE | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, DIRECTOR | B | Control |
| DANCZYK, ANNELL, MCKEE | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, DIRECTOR | B | Control |
| DANCZYK, ANNELL, MCKEE | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, DIRECTOR | B | Control |
| DANCZYK, ANNELL, MCKEE | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, DIRECTOR | B | Control |
| DANCZYK, ANNELL, MCKEE | I | VICE PRESIDENT, SENIOR PORTFOLIO MANAGER, DIRECTOR | B | Control |
| JONSON, ZACH | I | CHIEF INVESTMENT OFFICER | B | Control |
| JONSON, ZACH | I | CHIEF INVESTMENT OFFICER | B | Control |
| STACK, LISA, ANN | I | SECRETARY/TREASURER, MANAGING PARTNER, DIRECTOR | B | Control |
| STACK, LISA, ANN | I | SECRETARY/TREASURER, MANAGING PARTNER, DIRECTOR | B | Control |
| STACK, LISA, ANN | I | SECRETARY/TREASURER, MANAGING PARTNER, DIRECTOR | B | Control |
| FALKNER, NANCY, DENISE | I | VICE PRESIDENT, DIRECTOR | A | Control |
| FALKNER, NANCY, DENISE | I | VICE PRESIDENT, DIRECTOR | A | Control |
| FALKNER, NANCY, DENISE | I | VICE PRESIDENT, DIRECTOR | A | Control |
| FALKNER, NANCY, DENISE | I | VICE PRESIDENT, DIRECTOR | A | Control |
| FALKNER, NANCY, DENISE | I | VICE PRESIDENT, DIRECTOR | A | Control |
| FALKNER, NANCY, DENISE | I | VICE PRESIDENT, DIRECTOR | A | Control |
| FALKNER, NANCY, DENISE | I | VICE PRESIDENT, DIRECTOR | A | Control |
| FALKNER, NANCY, DENISE | I | VICE PRESIDENT, DIRECTOR | A | Control |
| FALKNER, NANCY, DENISE | I | VICE PRESIDENT, DIRECTOR | A | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | A | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, MANAGING PARTNER, DIRECTOR | A | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, MANAGING PARTNER, DIRECTOR | A | Control |
| HETRICK, CATHERINE, MARIE | I | VICE PRESIDENT, MANAGING PARTNER, DIRECTOR | A | Control |
| HETRICK, CATHERINE, MARIE | I | MANAGING PARTNER, DIRECTOR | A | Control |
| HETRICK, CATHERINE, MARIE | I | MANAGING PARTNER, DIRECTOR | A | Control |
| HETRICK, CATHERINE, MARIE | I | MANAGING PARTNER, DIRECTOR | A | Control |
| HETRICK, CATHERINE, MARIE | I | MANAGING PARTNER, DIRECTOR | A | Control |
| HETRICK, CATHERINE, MARIE | I | MANAGING PARTNER, DIRECTOR | A | Control |
| JONSON, ZACH | I | CHIEF INVESTMENT OFFICER | A | Control |
| JONSON, ZACH | I | CHIEF INVESTMENT OFFICER | A | Control |
| JONSON, ZACH | I | CHIEF INVESTMENT OFFICER | A | Control |
| JONSON, ZACH | I | CHIEF INVESTMENT OFFICER | A | Control |
| JONSON, ZACH | I | CHIEF INVESTMENT OFFICER | A | Control |
| JONSON, ZACH | I | CHIEF INVESTMENT OFFICER | A | Control |
| LASZEWSKI, JOSEPH, MICHAEL | I | SENIOR PORTFOLIO MANAGER | A | Control |
| LASZEWSKI, JOSEPH, MICHAEL | I | SENIOR PORTFOLIO MANAGER | A | Control |
| LASZEWSKI, JOSEPH, MICHAEL | I | SENIOR PORTFOLIO MANAGER | A | Control |
| LASZEWSKI, JOSEPH, MICHAEL | I | SENIOR PORTFOLIO MANAGER | A | Control |
| LASZEWSKI, JOSEPH, MICHAEL | I | SENIOR PORTFOLIO MANAGER | A | Control |
| LASZEWSKI, JOSEPH, MICHAEL | I | SENIOR PORTFOLIO MANAGER | A | Control |
| LASZEWSKI, JOSEPH, MICHAEL | I | SENIOR PORTFOLIO MANAGER | A | Control |
| LASZEWSKI, JOSEPH, MICHAEL | I | SENIOR PORTFOLIO MANAGER | A | Control |
| MORREIM, JEANINE, LYNETTE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| MORREIM, JEANINE, LYNETTE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| STACK, LISA, ANN | I | SECRETARY/TREASURER, MANAGING PARTNER, DIRECTOR | A | Control |
| STACK, LISA, ANN | I | SECRETARY/TREASURER, MANAGING PARTNER, DIRECTOR | A | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (42)
AZ CA CO CT DE FL GA IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA SC TN TX UT VA VT WA WI
Address
625 WISCONSIN AVENUEWHITEFISH, MT 59937-2129
United States
Phone: 406-862-8000