Arthur Stein Financial, LLC

Arthur Stein Financial, LLC (CRD# 160627) is a financial advisory firm headquartered in Bethesda, MD. They manage $100,542,471 in 255 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
6701 Democracy Blvd., Suite 300, Bethesda, MD 20817
http://www.arthursteinfinancial.com
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $394,284
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, MD, TX, VA

Financial Advisors at Arthur Stein Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Arthur Stein, financial advisor Bethesda MD
Arthur Stein
CRD#: 2104896
6701 Democracy Blvd., Suite 300, Bethesda, MD 20817

Arthur Stein (CRD# 2104896) is an Investment Advisor Representative working at Arthur Stein Financial, LLC in Bethesda, MD and has over 33 years of experience in the finance industry.

2
Paul Cusumano, financial advisor Bethesda MD
Paul R. Cusumano
CRD#: 6025653
6701 Democracy Blvd., Suite 300, Bethesda, MD 20817

Paul Cusumano (CRD# 6025653) is an Investment Advisor Representative working at Arthur Stein Financial, LLC in Bethesda, MD and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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