No longer SEC-registered. Arthur Stein Financial, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$116.3M
Employees
3
Accounts
271
Location
Bethesda, MD
Arthur Stein Financial, LLC assets under management
Arthur Stein Financial, LLC is a registered investment adviser overseen by the SEC based in Bethesda, MD. It reports $116.3 million in regulatory assets under management and employs 3 people.
Arthur Stein Financial, LLC reports $116.3 million in regulatory assets under management on its Form ADV.
How many employees does Arthur Stein Financial, LLC have?
Arthur Stein Financial, LLC reports 3 employees.
Where is Arthur Stein Financial, LLC located?
Arthur Stein Financial, LLC is based in Bethesda, MD.
Does Arthur Stein Financial, LLC disclose fund performance?
Arthur Stein Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
6701 Democracy Blvd., Suite 300, Bethesda, MD 20817