Stiles Financial Services Incorporated
● SEC registered since 2017CRD 117023SEC# 801-110176Edina, MN
Reg. AUM
$548.7M
Employees
12
Accounts
793
Location
Edina, MN
Stiles Financial Services Incorporated assets under management
Stiles Financial Services Incorporated is a registered investment adviser overseen by the SEC based in Edina, MN. The firm has been registered since 2017. It reports $548.7 million in regulatory assets under management and employs 12 people.
Stiles Financial Services Incorporated owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffery Charles Robbins | Vice President | Under 5% | 2002 |
| John R Stone | Vice President | Under 5% | 2024 |
| Mark Robert Gierach | Portfolio Manager | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Stiles Financial Services Incorporated manage?
Stiles Financial Services Incorporated reports $548.7 million in regulatory assets under management on its Form ADV.
How many employees does Stiles Financial Services Incorporated have?
Stiles Financial Services Incorporated reports 12 employees.
Where is Stiles Financial Services Incorporated located?
Stiles Financial Services Incorporated is based in Edina, MN and has been SEC-registered since 2017.
Does Stiles Financial Services Incorporated disclose fund performance?
Stiles Financial Services Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7505 Metro Blvd, Suite 510, Edina, MN 55439 |
| Phone | 952-988-0452 |
| Fax | 952-988-0752 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$548.7M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$548.7Mregulatory AUM
Discretionary $547.9MNon-discretionary $877K