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).
Total Assets Under Management39MILLION
Total Number of Accounts104ACCOUNTS
Average Account Value$371,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
DC, FL, MD, NJ, NY
Steven Stern (CRD# 2501057) is an Investment Advisor Representative working at Stern Investment Advisory in Washington, DC and has 1 year of experience in the finance industry.