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Stock Management LLC (Puyallup)


Stock Management LLC is an adviser based in Puyallup. It manages $44.96 million of regulatory assets for 1,330 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Washington.

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Stock Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stock Management: assets under management

The assets under management (AUM) of Stock Management LLC is $44.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $44.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $33.8 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stock Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Puyallup

The principal office where Stock Management LLC performs its advisory services is located at 13004 72 Nd Avenue E, Puyallup, WA 98373 5388 The mailing address of the firm is Box 73008, Puyallup, WA 98373 0008. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 253-535-5530 or by fax 253-531-8182. The normal business hours are 9:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.benheeb.com.


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