Overview
Assets Under Management: $141 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 58
Average Client Assets: $2.3 million
Frequently Asked Questions
ARTHUR STEIN FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160627), ARTHUR STEIN FINANCIAL, LLC is subject to fiduciary duty under federal law.
ARTHUR STEIN FINANCIAL, LLC is headquartered in BETHESDA, MD.
ARTHUR STEIN FINANCIAL, LLC serves 58 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, ARTHUR STEIN FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
ARTHUR STEIN FINANCIAL, LLC manages $141 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, ARTHUR STEIN FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.81%
Average Client Assets: $2.3 million
Total Client Accounts: 283
Discretionary Accounts: 282
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 160627
Filing ID: 2077199
Last Filing Date: 2026-03-23 16:36:36