Stiles Financial Services, Inc.

RIASEC Registered

Total AUM

$549M

Discretionary

$548M

100% of AUM

Avg account

$692K

Accounts

793

Employees

Advisory reps

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

FINTRX

Overview

Stiles Financial Services, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registered in 2017) and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting, and the firm also operates as an insurance broker. Fee arrangements are flexible: billed as a percentage of assets under management, hourly, fixed fees, and in some instances commissions. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.