ARTHUR STEIN FINANCIAL, LLC
CRD #160627 SEC #801-131069 BETHESDA, MD 301-377-9407
SEC Registered
Total AUM
$116.3M
Discretionary
$116.3M
Employees
3
Clients
51
Accounts
271
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $116.3M | $116.3M | $0 | 3 | 0 |
| Aug 2024 | $109.7M | $109.7M | $0 | 3 | 0 |
DateMar 2025
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees3
Clients0
DateAug 2024
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees3
Clients0