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 organized as a corporation and SEC-registered since 2017. The firm is owner-operated and serves both individual/family clients and institutional clients. Its advisory mix includes financial planning, portfolio management for individuals and small businesses, and pension consulting services; the firm also operates as an insurance broker. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and commissions. Stiles does not identify as an active ESG investor.
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 9John 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
$14.6M in ETFs
91%
$13.3M
0%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BNY MELLON US LARGE CAP CORE EQUITY ETF (BKLC) | BNY Mellon | Passive | Large Blend | $1.6M | 12,977 | 11.10% |
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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