Arthur Stein Financial

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

6701 Democracy Blvd Ste 300, Bethesda, M...

Phone Number

(301) 377-9407

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Arthur Stein Financial

Arthur Stein Financial, LLC is a registered investment advisor based in Maryland, specializing in investment management and financial planning services. The company focuses on serving retirees and pre-retirees, aiming to balance security and enjoyment throughout retirement. As fiduciaries, they prioritize their clients' interests and provide personalized attention to help clients achieve their financial goals. Their services are designed to offer peace of mind and are compensated solely through client fees.Explore more
Arthur Stein Financial's Social MediaPopular SearchesArthur Stein Financial LLCArthur Stein, CFPArthur Stein FinancialArthur Stein| FinancialArthur SteinSIC Code 62,628NAICS Code 52,523Show more

Arthur Stein Financial Org Chart

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Portfolio Manager & Investment Analyst

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Founder & Principal

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Financial Planner

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Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Arthur Stein Financial

<$5M
1-10
Private
-
2012
PC
Paul CusumanoPortfolio Manager & Investment Analyst
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
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2013
PC
Poonnasa CornChief Operating Officer
<$5M
1-10
Private
-
2021
JW
James WymaFinancial Consulting Assistant
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2008
CF
Caleb FaulkWealth Advisor
<$5M
1-10
Private
-
-
MT
Melody TownsendPresident & Senior Financial Advisor & Founder & CEO
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Arthur Stein Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Arthur Stein Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Arthur Stein Financial.

Arthur Stein Financial Tech Stack

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Frequently Asked Questions Regarding Arthur Stein Financial

What is Arthur Stein Financial's official website?
Arthur Stein Financial's official website is www.arthursteinfinancial.com
What is Arthur Stein Financial's Revenue?
Arthur Stein Financial's revenue is <$5 Million
What is Arthur Stein Financial's SIC code?
Arthur Stein Financial's SIC: 62,628
What is Arthur Stein Financial's NAICS code?
Arthur Stein Financial's NAICS: 52,523
How many employees does Arthur Stein Financial have?
Arthur Stein Financial has 1-10 employees
What industry does Arthur Stein Financial belong to?
Arthur Stein Financial is in the industry of: Finance, Securities Trading
What is Arthur Stein Financial competition?
Arthur Stein Financial top competitors include: Veritas Financial Consulting, Sterling Total Wealth Solutions, Evans Wealth Planning, Townsend Financial Planning
What technology does Arthur Stein Financial use?
Some of the popular technologies that Arthur Stein Financial uses are: Cloudflare Website Optimization, Microsoft 365, Google Tag Manager, FMG Suite
How do I contact Arthur Stein Financial?
Arthur Stein Financial contact info: Phone number: (301) 377-9407 Website: www.arthursteinfinancial.com
What does Arthur Stein Financial do?

Arthur Stein Financial, LLC is a registered investment advisor based in Maryland, specializing in investment management and financial planning services. The company focuses on serving retirees and pre-retirees, aiming to balance security and enjoyment throughout retirement. As fiduciaries, they prioritize their clients' interests and provide person... alized attention to help clients achieve their financial goals. Their services are designed to offer peace of mind and are compensated solely through client fees.Read More

What are Arthur Stein Financial social media links?
Arthur Stein Financial Linkedin page
Is Arthur Stein Financial a public company?
Arthur Stein Financial is private company therefore does not currently have an official ticker symbol
See more information about Arthur Stein Financial

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