Unclaimed Profile

William Hopkins Stites

KILTERHOWLING LLC·BOULDER, Colorado

Series 3, Series 7, Series 55, Series 63, Series 65Clean record12 years registeredKILTERHOWLING LLC

2101 PEARL STREET, BOULDER, CO 80302CRD# 3249549Firm CRD# 169684

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Hopkins Stites · BOULDER, CO

Registration

CRD #3249549 · KILTERHOWLING LLC · 12 years registered

Brand Profile

Not yet started

Career History

KILTERHOWLING LLC

Apr 2014 – present

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 55

Series 63

Series 65

Registration record

First registered · April 8, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KILTERHOWLING LLC

CRD 169684 · SEC 801-118595

AUM

$219M

Regulatory assets under management

Employees

553 client accounts

Services offered by KILTERHOWLING LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KILTERHOWLING LLC →

Introduction

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Frequently Asked Questions

What services does William Hopkins Stites offer?

William Hopkins Stites specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOULDER, Colorado for a consultation.

What are William Hopkins Stites's credentials?

William Hopkins Stites is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Hopkins Stites located?

William Hopkins Stites is based in BOULDER, Colorado, working with KILTERHOWLING LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does William Hopkins Stites charge for services?

William Hopkins Stites's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KILTERHOWLING LLC?

KILTERHOWLING LLC has approximately 4 employees and manages $219M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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