Stern, Steven David Cfa is an adviser based in Washington. It manages $21.18 million of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2007.
Stern, Steven David Cfa provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stern, Steven David Cfa is $21.18 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Stern, Steven David Cfa for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stern, Steven David Cfa is owned by Steven David Stern. Steven Stern joined the executive team most recently as the Owner.
The principal office where Stern, Steven David Cfa performs its advisory services is located at 4600 Connecticut Ave. Nw, Washington, DC 20008 The mailing address of the firm is 4401 A Connecticut Ave. Nw, Washington, DC 20008. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 202-248-1762 or by fax 202-248-2298. The normal business hours are 9-5 on Monday - Friday.