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STITES FINANCIAL CONSULTING
CRD 293058 · SEC 801-132438
9516 CLAY STATION ROAD, WILTON, CA, 95693, United States
Phone
916-601-1992
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.3M
Discretionary AUM
$132.3M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Partnership
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 191 | $43.0M |
| High net worth individuals | 73 | $86.7M |
| Corporations/business entities | 1 | $2.6M |
States served
CA, ID, TX
All web addresses on file
Official SEC filing: View on IAPD