Dba Stein Investment Services
Dba Stein Investment Services (CRD# 112135) is a financial advisory firm headquartered in , . They manage $8,100,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Dba Stein Investment Services
By the Numbers
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Total Assets Under Management8MILLION
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Total Number of Accounts25ACCOUNTS
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Average Account Value$324,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Dba Stein Investment Services
1
John Stein (CRD# 4436472) is an Investment Advisor Representative working at Dba Stein Investment Services in Cortlandt Manor, NY and has 1 year of experience in the finance industry.
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