STASH
Firm details
- Headquarters
- New York, New York
- CRD number
- 226550
- Registered since
- May 15, 2015
- Website
- www.stash.com
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Stash operates as an LLC focused on individual and family clients, delivering financial planning and portfolio management for individuals and small businesses. The firm also produces periodicals or newsletters as part of its client communication. Its pricing mixes traditional percentage-of-assets fees with subscription and fixed-fee arrangements. FINTRX classifies the firm as unclassified and notes it is not positioned as a capital allocator or an active ESG investor. Industry relationships include affiliations with a broker-dealer and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1KATHERINE RING
Chief Compliance OfficerCRD 4934458
Contacts
2 of 2BRANDON KRIEG
Co-FounderCRD 4074156
SEBASTIAN LAFONTAINE
Lead AdvisorCRD 6089931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$258M in ETFs
100%
$258M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $103M | 321,432 | 39.99% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 450 Park Ave S
- Time zone
- ET (UTC-5)
- Office locations
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