William Stites, financial advisor Boulder CO

William Stites

CRD Number: 3249549
Current Firm: Kilterhowling LLC
Compensation Model: Fee Only
William Stites (CRD# 3249549) is an Investment Advisor Representative working at Kilterhowling LLC in Boulder, CO and has over 17 years of experience in the finance industry.
CONTACT
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Professional Designations
Company Name Location Dates Years
Frontier Asset Management Denver, CO Dec 2013 - Current 7
KilterHowling LLC Boulder, CO Jan 2014 - Nov 2016 2
Commonwealth Bank Of Australia Sydney, Jul 2010 - Jun 2011 < 1
JP Morgan/Bear Stearns New York, NY Aug 2006 - Feb 2009 2
BNP Paribas / Zurich Capital Markets New York, NY Oct 2001 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1999
Contact Info for William H. Stites
Phone Number: 720-443-2076
Registered State(s):
  • CO
  • MT
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    427
    ACCOUNTS
  • Average Account Value
    $282,841
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, MT, TX

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