STITES FINANCIAL CONSULTING of WILTON, CA is an SEC-registered investment adviser (CRD 293058). Regulatory assets under management: $132.3M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Shawn David Stites | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, GENERAL PARTNER | — |
| Kevin Andrew Stites | MINORITY OWNER; MINORITY OWNER, GENERAL PARTNER | — |