SEC Form ADV

STILES FINANCIAL SERVICES, INC.

Firm profile: Stiles Financial Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMN

$548.7M

Assets Under Management

793

Total Clients

Employees

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Registration Details

Accession: CRD-117023
Location: EDINA, MN
Filing Date: March 23, 2026
AUM: $548.7M
Total Clients: 793
Institutional Clients: 14
Employees: 12
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

STILES FINANCIAL SERVICES, INC. is a registered investment adviser headquartered in EDINA, MN, managing approximately $548.7M in assets across 793 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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