Be advised. This firm is no longer registered.

Stern Investment Advisory

Stern Investment Advisory (CRD# 129563) is a financial advisory firm headquartered in Washington, DC. They manage $38,678,179 in 104 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
4600 Connecticut Ave. Nw, Suite # 328, Washington, DC 20008
http://www.stevensterncfa.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $371,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, FL, MD, NJ, NY

Financial Advisors at Stern Investment Advisory
No Advisor Found.

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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