Arthur Stein Financial

EST. AUM
$141,154,633

CONTACTS

CLIENT ACCOUNTS
271

Firm Details

Metro area Washington, DC
CRD Number 160627
Website allworthfinancial.com
Client types

Overview

Arthur Stein Financial, LLC is a Bethesda, Maryland-based RIA specializing in financial planning for federal employees and retirees, managing approximately $141 million in assets and acquired by Allworth Financial to extend its presence into the Mid-Atlantic region.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Arthur Stein Financial

Platform Details

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