LP Profile

Stiles Financial Services

Also known as stiles financial services

Wealth ManagerEdina, United StatesFounded 2000
$549M
Assets Under Management
Edina
Headquarters
Investment Focus

About Stiles Financial Services

Planning together with the fiduciary experts at Stiles, you can be sure your portfolio is strategically positioned to attain your long-term financial goals.

Preferred Investment Types

Real Estate - GeneralDirect Investing

Preferred Sectors & Themes

Real EstateResidential Property Acquisition & DevelopmentIndustrial Property Acquisition & DevelopmentCommercial Property Acquisition & DevelopmentRetail Property Acquisition & DevelopmentTourism & HospitalityReal Estate Investment & Development

Preferred Geographies

Florida
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Stiles Financial Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$548.7M
Total Clients
793
Filing Date
March 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
FAQ

Frequently asked questions

What type of investor is Stiles Financial Services?

Stiles Financial Services is a wealth manager based in Edina, United States, managing approximately $549M in assets.

Where is Stiles Financial Services headquartered?

Stiles Financial Services is headquartered in Edina, United States.

How much does Stiles Financial Services manage?

Stiles Financial Services manages approximately $549M in assets under management.

When was Stiles Financial Services founded?

Stiles Financial Services was founded in 2000.

What does Stiles Financial Services invest in?

Stiles Financial Services focuses on Real Estate - General, Direct Investing, Real Estate, Residential Property Acquisition & Development, Industrial Property Acquisition & Development, Commercial Property Acquisition & Development, Retail Property Acquisition & Development, Tourism & Hospitality.

How can I contact Stiles Financial Services?

Verified contact details, key decision-makers, and investment preferences for Stiles Financial Services are available on LPbacked. Create a free account to access them.