Stites Financial Consulting

Stites Financial Consulting (CRD# 293058) is a financial advisory firm headquartered in Roseville, CA. They manage $76,100,000 in 396 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
919 Reserve Drive, Suite 103, Roseville, CA 95678
https://stitesfc.com
By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    396
    ACCOUNTS
  • Average Account Value
    $192,172
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, TX

Financial Advisors at Stites Financial Consulting
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Stites, financial advisor Roseville CA
Kevin A. Stites
CRD#: 6718670
919 Reserve Drive, Suite 103, Roseville, CA 95678

Kevin Stites (CRD# 6718670) is an Investment Advisor Representative working at Stites Financial Consulting in Roseville, CA and has over 6 years of experience in the finance industry.

2
Shawn Stites, financial advisor Roseville CA
Shawn D. Stites
CRD#: 4316676
919 Reserve Drive, Suite 103, Roseville, CA 95678

Shawn Stites (CRD# 4316676) is an Investment Advisor Representative working at Stites Financial Consulting in Roseville, CA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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