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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stites Financial Consulting
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|---|---|
| CRD # | 293058 |
| SEC # | 801-132438 |
| CIK # | |
| AUM | $105.2 M (2025-04-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 916-601-1992 |
| Address | 919 Reserve Drive Roseville, CA 95678 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 40.2 |
| (b) Individuals (high net worth individuals) | 54 | 63.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 448 | 105.2 |
| By Discretionary | ||
| Discretionary | 448 | 105.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 448 | 105.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.2 | |
| Total | 448 | 105.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stone Steps Financial LLC
✚
|
CA | 0.1 |
|
AG Financial LLC
✚
|
UT | 0.1 |
|
Stumpf Capital Management LLC
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|
0.1 | |
|
Delgado Wealth Management LLC
✚
|
FL | 0.1 |
|
Castle Financial & Retirement Planning Associates Inc
✚
|
NJ | 0.1 |
|
Ironhorse Capital LLC
✚
|
TN | 0.1 |
|
TCN Private Wealth Management LLC
✚
|
0.1 | |
|
Bespoke Advisory LLC
✚
|
CO | 0.1 |
|
Index Technologies Group LLC
✚
|
NY | 0.1 |
|
Maynerich Financial
✚
|
IL | 0.1 |