Skip to main content

ARTHUR STEIN FINANCIAL, LLC

SEC Form ADV profile.

Total regulatory AUM
$141,154,633
Discretionary
$141,029,429
Non-discretionary
$125,204

Firm details

CRD number
160627
SEC file number
801-131069
Main office
BETHESDA, MD, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of May 2026.