Stiles Financial Services, Inc.
Firm details
- Headquarters
- Edina, Minnesota
- CRD number
- 117023
- Registered since
- March 22, 2017
- Website
- www.stilesfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI78.9%
- Individuals9.17%
- Pension & Profit Sharing Plans7.32%
- Corporations / Businesses4.41%
- Charitable Organizations0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Stiles Financial Services, Inc. is an independent registered investment adviser that began SEC registration in 2017 and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. It also operates as an insurance broker and uses a mix of fee approaches — percentage of assets under management, hourly and fixed fees, and commissions. Stiles does not identify as an active ESG investor and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Investment Grade Corp Bonds17%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents5%
- US Government Bonds3%
Contacts
3 of 9
John Stone
Senior Private Wealth ManagerCRD 2224665
Edgar Villegas
Business Operations ManagerCRD 6979645
Rachel Engel
Investment Adviser RepresentativeCRD 7115308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$18.2M in ETFs
93%
$17M
0%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON CORE BOND ETF (BKAG) | BNY Mellon | Passive | Intermediate Core Bond | $2.6M | 62,452 | 14.37% |
Location
Edina, MN
Hennepin
Location
Edina, MN
Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 7505 Metro Blvd
- Time zone
- CT (UTC-6)
- Office locations
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