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 a limited liability company that registered with the SEC in 2015 and serves a retail-focused clientele of individuals and families. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and the firm also produces periodic publications or newsletters. Compensation comes through a mix of fees: a percentage of assets under management, subscription charges, and fixed fees. The firm maintains industry relationships with broker‑dealer and insurance entities.
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 1
Katherine Ring
Chief Compliance OfficerCRD 4934458
Contacts
2 of 2
Brandon 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 16Active vs passive
$310M in ETFs
100%
$310M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $124M | 333,819 | 39.85% |
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
- 635 Avenue Of The Americas
- Time zone
- ET (UTC-5)
- Office locations
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