STERN, STEVEN DAVID CFA
Legal name: STERN INVESTMENT ADVISORY
CRD #129563 SEC #801-68353 WASHINGTON, DC 202-248-1762
SEC Registered
Total AUM
$21.2M
Discretionary
$21.2M
Employees
5
Clients
0
Accounts
114
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2009 | $21.2M | $21.2M | $0 | 5 | -- |
| May 2009 | $21.2M | $21.2M | $0 | 5 | -- |
| Mar 2008 | $29.6M | $29.6M | $1.7K | 5 | -- |
| Oct 2007 | $30.5M | $30.5M | $2K | 5 | -- |
| Sep 2007 | $30.5M | $30.5M | $2K | 5 | -- |
| Sep 2007 | $30.5M | $30.5M | $2K | 5 | -- |
DateJun 2009
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$21.2M
Discretionary$21.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$1.7K
Employees5
Clients--
DateOct 2007
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$2K
Employees5
Clients--
DateSep 2007
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$2K
Employees5
Clients--
DateSep 2007
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$2K
Employees5
Clients--