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| Stiles Financial Services Incorporated
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|---|---|
| CRD # | 117023 |
| SEC # | 801-110176 |
| CIK # | 0001904832 |
| AUM | 548.7 M (2026-03-23) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 952-988-0452 |
| Address | 7505 Metro Blvd Edina, MN 55439 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 28.1 | ||
| Lam Research Corp | 10.9 | ||
| Apple Inc | 10.7 | ||
| Costco Wholesale Corp /NEW | 8.8 | ||
| Alphabet Inc | 8.7 | ||
| Amazon Com Inc | 8.4 | ||
| ASML Holding NV | 8.2 | ||
| Microsoft Corp | 7.1 | ||
| Alphabet Inc | 6.2 | ||
| Fastenal Co | 5.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 50.3 |
| (b) Individuals (high net worth individuals) | 104 | 433.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 40.2 |
| (h) Charitable organizations | 3 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 24.2 |
| (n) Other | 0 | 0.0 |
| Total | 793 | 548.7 |
| By Discretionary | ||
| Discretionary | 782 | 547.9 |
| Non-Discretionary | 11 | 0.9 |
| Total | 793 | 548.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 548.7 | |
| Total | 793 | 548.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001904832] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 15 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Amicus Financial Advisors LLC
✚
|
TX | 550.9 M |
|
Dedora Capital Inc
✚
|
CA | 550.7 M |
|
Miramar Capital LLC
✚
|
IL | 550.3 M |
|
Napier Financial LLC
✚
|
MA | 550.1 M |
|
Pinnacle Wealth Advisors LLC
✚
|
OR | 549.7 M |
|
Harvest Investment Consultants LLC
✚
|
MD | 549.0 M |
|
May Hill Capital LLC
✚
|
MA | 548.6 M |
|
Hamel Associates Inc
✚
|
PA | 548.3 M |
|
CRUX Wealth Advisors
✚
|
CA | 547.7 M |
|
Hutchens & Kramer Investment Management Group LLC
✚
|
IN | 546.8 M |