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Building 2ARTHUR STEIN FINANCIAL, LLC

Map pinBETHESDA, MD
Phone301-377-9407
NotebookSEC #801-131069
Total AUM
$141.2M
Employees
3
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6701 DEMOCRACY BLVD.
SUITE 300
BETHESDA
MD 20817
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
301-377-9407
Other Offices
1

ReceiptFinancials

Total AUM
$141.2M
Accounts
283
Discretionary
$141M
Accounts
282
Non-Discretionary
$125.2K
Accounts
1

ContactClients

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Individual Clients
18
AUM
$10.2M
HNW Individual Clients
58
AUM
$131M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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