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Arthur Stein

ARTHUR STEIN FINANCIAL, LLC·BETHESDA, Maryland
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6701 DEMOCRACY BLVD., BETHESDA, MD 20817CRD# 2104896Firm CRD# 160627
01

About

Arthur Stein is a registered financial advisor based in BETHESDA, Maryland, affiliated with ARTHUR STEIN FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ARTHUR STEIN FINANCIAL, LLC
ARTHUR STEIN FINANCIAL, LLC
AUM
$110M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ARTHUR STEIN FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2104896
Firm CRD# 160627
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Arthur Stein offer?
Arthur Stein specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Arthur Stein's credentials?
Arthur Stein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arthur Stein located?
Arthur Stein is based in BETHESDA, Maryland, working with ARTHUR STEIN FINANCIAL, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Arthur Stein charge for services?
Arthur Stein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARTHUR STEIN FINANCIAL, LLC?
ARTHUR STEIN FINANCIAL, LLC has approximately 3 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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