# STILES FINANCIAL SERVICES INCORPORATED

STILES FINANCIAL SERVICES INCORPORATED of EDINA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 117023
- Type: SEC-registered investment adviser
- SEC file number: 801-110176
- Location: 7505 METRO BLVD, SUITE 510, EDINA, MN, 55439
- Phone: 952-988-0452
- Latest filing: 2026-03-23
- Regulatory AUM: $548.7M
- Discretionary AUM: $547.9M
- Non-discretionary AUM: $877K
- Clients: 12
- Accounts: 793

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Susan Marta Stiles | PRESIDENT, CCO | — |
| Mark Robert Gierach | PORTFOLIO MANAGER | — |
| Jeffery Charles Robbins | VICE PRESIDENT | — |
| John R Stone | VICE PRESIDENT | — |
| STILES SUSAN MARTA | PRESIDENT, CCO | — |
| GIERACH MARK ROBERT | PORTFOLIO MANAGER | — |
| ATHERTON BRENT | PRIVATE WEALTH MANAGER | — |
| Robbins Jeffery Charles | VICE PRESIDENT | — |
| Stone John R | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117023/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117023/similar
- Related entities: https://search.stillhousedata.com/firm/117023/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117023

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.