Adviser Profile
| As of Date | 04/19/2025 |
| Registration status | Registration Changed to STITES FINANCIAL CONSULTING |
| ADV Location | ROSEVILLE, CA, United States |
| Contact Info | 916 xxxxxxx |
| Websites |
| AUM* | 105,200,000 38% |
| of that, discretionary | 105,200,000 38% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 234,821 22% |
| % High Net Worth | 25.12% 39% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds