ARTHUR STEIN FINANCIAL, LLC

BETHESDA, Maryland·2 registered advisors·CRD# 160627
SEC# 801-1310691301-377-9407
01

Firm Overview

AUM
$110M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ARTHUR STEIN FINANCIAL, LLC

2 registered advisors
Arthur Stein
BETHESDA, Maryland
Franki Brown
BETHESDA, Maryland
05

Office Locations

BETHESDA, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. ARTHUR STEIN FINANCIAL, LLC (CRD# 160627) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.