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Home > Retirement Planners > minnesota > edina > STILES FINANCIAL SERVICES, INC.
STILES FINANCIAL SERVICES, INC.
7505 Metro Blvd
Suite 510
Edina, Minnesota 55439
Tel: 952-988-0452
About STILES FINANCIAL SERVICES, INC.
STILES FINANCIAL SERVICES, INC, formally registered with the SEC as STILES FINANCIAL SERVICES, INC. The firm was established in 03/22/2017. They have over 1 offices throughout the country.
STILES FINANCIAL SERVICES, INC. is a Edina, Minnesota based Financial Planning firm with nearly $369,340,457 assets under management, offering retirement planning & investment advisory services to 664 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117023 |
| SEC# | 801-110176 |
| Assets Managed by Firm | $369,340,457 |
| No. of Clients | 664 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 664 | $369,340,457 |
| Individuals (other than high net worth individuals) | 144 | $49,712,869 |
| High net worth individuals | 82 | $319,627,588 |
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