← Back to searchVisit website
STILES FINANCIAL SERVICES, INC.
STILES FINANCIAL SERVICES INCORPORATED
CRD 117023 · SEC 801-110176
7505 METRO BLVD, SUITE 510, EDINA, MN, 55439, United States
Phone
952-988-0452
Fax
952-988-0752
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$548.7M
Discretionary AUM
$547.9M
Team
12 total employees; 8 advisory reps; 15 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $50.3M |
| High net worth individuals | 104 | $433.0M |
| Pension/profit sharing plans | 11 | $40.2M |
| Charitable organizations | 3 | $1.1M |
| Corporations/business entities | 1 | $24.2M |
States served
AZ, CA, IN, MN, NE, TX, FL
All web addresses on file
- https://www.facebook.com/StilesFinancialServicesInc/
- https://www.linkedin.com/company/stiles-financial-services-inc./
- HTTP://WWW.STILESFINANCIAL.COM
- https://www.youtube.com/@StilesFinancial
- https://www.facebook.com/StilesFinancialServicesInc
- https://www.linkedin.com/company/1463857/
- https://www.instagram.com/stiles_financial/
- https://citylifestyle.com/businesses/stiles-financial-2691751
Official SEC filing: View on IAPD