LP Profile

Arthur Stein Financial

Also known as arthur stein financial

Wealth ManagerBethesda, United StatesFounded 2012
Bethesda
Headquarters
Investment Focus

About Arthur Stein Financial

Arthur Stein Financial is a wealth manager based in Bethesda, US. Founded in 2012.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Arthur Stein Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$141.2M
Total Clients
283
Filing Date
March 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Arthur Stein Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Arthur Stein Financial?

Arthur Stein Financial is a wealth manager based in Bethesda, United States.

Where is Arthur Stein Financial headquartered?

Arthur Stein Financial is headquartered in Bethesda, United States.

When was Arthur Stein Financial founded?

Arthur Stein Financial was founded in 2012.

How can I contact Arthur Stein Financial?

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