Arthur Stein Financial Overview
- Year Founded
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2012
- Status
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Acquired/Merged
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
Arthur Stein Financial General Information
Description
Provider of financial planning services intended to assist federal employees and retirees with retirement and investment management. The company offers personalized financial planning, portfolio management, retirement guidance, and wealth preservation expertise, enabling retirees, pre-retirees, and federal employees to strengthen long-term financial security and make confident investment choices.
Contact Information
Website
www.arthursteinfinancial.comCorporate Office
- 6701 Democracy Boulevard
- Suite 300
- Bethesda, MD 20817
- United States
Corporate Office
- 6701 Democracy Boulevard
- Suite 300
- Bethesda, MD 20817
- United States
Arthur Stein Financial Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Arthur Stein Financial FAQs
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When was Arthur Stein Financial founded?
Arthur Stein Financial was founded in 2012.
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Where is Arthur Stein Financial headquartered?
Arthur Stein Financial is headquartered in Bethesda, MD.
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What industry is Arthur Stein Financial in?
Arthur Stein Financial’s primary industry is Asset Management.
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Is Arthur Stein Financial a private or public company?
Arthur Stein Financial is a Private company.
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What is Arthur Stein Financial’s current revenue?
The current revenue for Arthur Stein Financial is .
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When was Arthur Stein Financial acquired?
Arthur Stein Financial was acquired on 04-Aug-2026.
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Who acquired Arthur Stein Financial?
Arthur Stein Financial was acquired by Allworth Financial.
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