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
By the Numbers
-
Total Assets Under Management101MILLION
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Total Number of Accounts255ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, MD, TX, VA
Financial Advisors at Arthur Stein Financial, LLC
1
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 (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.
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