Kilterhowling LLC

Kilterhowling LLC (CRD# 169684) is a financial advisory firm headquartered in Boulder, CO. They manage $53,345,684 in 291 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $183,319
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
  • 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

Financial Advisors at Kilterhowling LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kreighton K. Bieger
CRD#: 5148489
3550 Frontier Ave, Unit 2a, Boulder, CO 80301
103
Wealthminder
score

Kreighton Bieger (CRD# 5148489) is an Investment Advisor Representative working at Kilterhowling LLC in Boulder, CO and has 15 years of experience in the finance industry.

2
William H. Stites
CRD#: 3249549
3550 Frontier Avenue, Unit A2, Boulder, CO 80301
103
Wealthminder
score
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.
3
Samadhi Asnes
CRD#: 6885664
3550 Frontier Avenue, Unit A2, Boulder, CO 80301
87
Wealthminder
score

Samadhi Asnes (CRD# 6885664) is an Investment Advisor Representative working at Kilterhowling LLC in Boulder, CO and has 1 year of experience in the finance industry.

4
Dawneen V. Oehlerich
CRD#: 1568906
214 West 2nd St., Whitefish, MT 59937
86
Wealthminder
score

Dawneen Oehlerich (CRD# 1568906) is an Investment Advisor Representative working at Kilterhowling LLC in Whitefish, MT and has over 31 years of experience in the finance industry. Dawneen Oehlerich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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