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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
Kilterhowling LLC Boulder, CO Feb 2014 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for William H. Stites
2101 Pearl Street, Boulder, CO 80302
Phone Number: 720-443-2076
Firm Website: http://www.kilterhowling.com
Registered State(s):
  • CO
  • TX
Current Firm Details
Kilterhowling LLC
Firm's CRD Number: 169684
2101 Pearl Street, Boulder, CO 80302
By the Numbers
  • Total Assets Under Management
    219
    MILLIONS
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $395,156
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, MT, NH, OR, TX, WA

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