STILES FINANCIAL SERVICES INCORPORATED

STILES FINANCIAL SERVICES, INC.
EDINA, Minnesota·5 registered advisors·CRD# 117023
SEC# 801-1101760952-988-0452
01

Firm Overview

AUM
$369M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at STILES FINANCIAL SERVICES INCORPORATED

5 registered advisors
Brent Atherton
EDINA, Minnesota
Jeffery Charles Robbins
EDINA, Minnesota
John R Stone
EDINA, Minnesota
Mark Robert Gierach
EDINA, Minnesota
Susan Marta Stiles
EDINA, Minnesota
05

Office Locations

EDINA, Minnesota
5 advisors

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Data sourced from SEC Form ADV filings. STILES FINANCIAL SERVICES INCORPORATED (CRD# 117023) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.