STILES FINANCIAL SERVICES INCORPORATED
Legal name: STILES FINANCIAL SERVICES, INC.
CRD #117023 SEC #801-110176 EDINA, MN 952-988-0452
SEC Registered
Total AUM
$439.3M
Discretionary
$438.5M
Employees
12
Clients
51
Accounts
729
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $439.3M | $438.5M | $800.4K | 12 | 0 |
| Nov 2025 | $439.3M | $438.5M | $800.4K | 12 | 0 |
| May 2025 | $439.3M | $438.5M | $800.4K | 9 | 0 |
| Mar 2025 | $439.3M | $438.5M | $800.4K | 10 | 0 |
| Nov 2024 | $369.3M | $368.7M | $639.2K | 10 | 0 |
| Jul 2024 | $369.3M | $368.7M | $639.2K | 10 | 0 |
| Apr 2024 | $369.3M | $368.7M | $639.2K | 10 | 0 |
| Mar 2024 | $369.3M | $368.7M | $639.2K | 10 | 0 |
| Mar 2023 | $311.6M | $311.6M | $0 | 11 | 0 |
| Mar 2022 | $339.5M | $339.5M | $0 | 8 | 0 |
| Feb 2022 | $206.6M | $206.6M | $0 | 9 | 10 |
| Nov 2021 | $206.6M | $206.6M | $0 | 9 | 10 |
| Aug 2021 | $206.6M | $206.6M | $0 | 8 | 10 |
| Mar 2021 | $206.6M | $206.6M | $0 | 8 | 10 |
| Jan 2021 | $1.6M | $1.6M | $0 | 6 | 19 |
| Jun 2020 | $1.6M | $1.6M | $0 | 6 | 19 |
| May 2020 | $1.6M | $1.6M | $0 | 6 | 19 |
| Feb 2020 | $1.6M | $1.6M | $0 | 6 | 19 |
| Feb 2019 | $2.2M | $2.2M | $0 | 6 | 20 |
| May 2018 | $1.1M | $1.1M | $0 | 7 | 27 |
| Mar 2018 | $1.1M | $1.1M | $0 | 7 | 27 |
| Jun 2017 | $391.7M | $614.7K | $391.1M | 6 | 26 |
| Mar 2017 | $391.7M | $614.7K | $391.1M | 6 | 26 |
DateNov 2025
Total AUM$439.3M
Discretionary$438.5M
Non-Disc.$800.4K
Employees12
Clients0
DateNov 2025
Total AUM$439.3M
Discretionary$438.5M
Non-Disc.$800.4K
Employees12
Clients0
DateMay 2025
Total AUM$439.3M
Discretionary$438.5M
Non-Disc.$800.4K
Employees9
Clients0
DateMar 2025
Total AUM$439.3M
Discretionary$438.5M
Non-Disc.$800.4K
Employees10
Clients0
DateNov 2024
Total AUM$369.3M
Discretionary$368.7M
Non-Disc.$639.2K
Employees10
Clients0
DateJul 2024
Total AUM$369.3M
Discretionary$368.7M
Non-Disc.$639.2K
Employees10
Clients0
DateApr 2024
Total AUM$369.3M
Discretionary$368.7M
Non-Disc.$639.2K
Employees10
Clients0
DateMar 2024
Total AUM$369.3M
Discretionary$368.7M
Non-Disc.$639.2K
Employees10
Clients0
DateMar 2023
Total AUM$311.6M
Discretionary$311.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$339.5M
Discretionary$339.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees9
Clients10
DateNov 2021
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees9
Clients10
DateAug 2021
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees8
Clients10
DateMar 2021
Total AUM$206.6M
Discretionary$206.6M
Non-Disc.$0
Employees8
Clients10
DateJan 2021
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees6
Clients19
DateJun 2020
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees6
Clients19
DateMay 2020
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees6
Clients19
DateFeb 2020
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees6
Clients19
DateFeb 2019
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees6
Clients20
DateMay 2018
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees7
Clients27
DateMar 2018
Total AUM$1.1M
Discretionary$1.1M
Non-Disc.$0
Employees7
Clients27
DateJun 2017
Total AUM$391.7M
Discretionary$614.7K
Non-Disc.$391.1M
Employees6
Clients26
DateMar 2017
Total AUM$391.7M
Discretionary$614.7K
Non-Disc.$391.1M
Employees6
Clients26