Stiles Financial Services, Inc.
Stiles Financial Services, Inc. is an SEC-registered wealth manager in Edina, MN with $548.7M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Stiles Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117023, SEC 801-110176, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $548.7M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Edina, MN
- Employees
- 12
- Clients
- 261
- CRD
- 117023
- Ownership
- STILES, SUSAN, MARTA; Robbins, Jeffery, Charles; Stone, John, R; ATHERTON, BRENT; GIERACH, MARK, ROBERT
How much AUM does Stiles Financial Services, Inc. have?
Stiles Financial Services, Inc. reported $548.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Stiles Financial Services, Inc.?
Disclosed owners and executives of Stiles Financial Services, Inc. include STILES, SUSAN, MARTA, Robbins, Jeffery, Charles, Stone, John, R, ATHERTON, BRENT, GIERACH, MARK, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.