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Building 2STERN INVESTMENT ADVISORY

Map pinWASHINGTON, DC
Phone202-248-1762
NotebookSEC #801-68353
Total AUM
$21.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4600 CONNECTICUT AVE. NW
SUITE # 925
WASHINGTON
DC 20008
United States
Operating Hours
9-5
Monday - Friday
Phone
202-248-1762

ReceiptFinancials

Total AUM
$21.2M
Accounts
114
Discretionary
$21.2M
Accounts
114
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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