PPrivate Fund Data Log in Join · $37/mo

Stiles Financial Services Incorporated

● SEC registered since 2017CRD 117023SEC# 801-110176Edina, MN
Export (members)
Reg. AUM
$439.3M
Employees
9
Accounts
729
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 $439.3 million in regulatory assets under management and employs 9 people.
www.facebook.com/stilesfinancialservicesincView on SEC.gov ↗

Stiles Financial Services Incorporated owners & executives

4 reported
NameTitleOwnershipSince
Jeffery Charles RobbinsVice PresidentUnder 5%2002
John R StoneVice PresidentUnder 5%2024
Mark Robert GierachPortfolio ManagerUnder 5%2022
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Stiles Financial Services Incorporated manage?

Stiles Financial Services Incorporated reports $439.3 million in regulatory assets under management on its Form ADV.

How many employees does Stiles Financial Services Incorporated have?

Stiles Financial Services Incorporated reports 9 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

Address7505 Metro Blvd, Suite 510, Edina, MN 55439
Phone952-988-0452
Fax952-988-0752
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$438.5M
Non-discretionary$800K
Total (RAUM)$439.3M