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ARTHUR STEIN FINANCIAL, LLC

CRD 160627 · SEC 801-131069

Visit website

6701 DEMOCRACY BLVD., SUITE 300, BETHESDA, MD, 20817, United States

Phone

301-377-9407

Fax

240-986-9578

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$141.2M

Discretionary AUM

$141.0M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Publication of periodicals

Client types

TypeClientsAUM
Individuals18$10.2M
High net worth individuals58$131.0M

States served

DC, MD, VA, TX

All web addresses on file

Official SEC filing: View on IAPD