Stern, Steven David Cfa (Washington)

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.

Stern, Steven David Cfa: assets under management

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 firm manages $21.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $185.81 thousand each.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Stern, Steven David Cfa

Stern, Steven David Cfa is owned by Steven David Stern. Steven Stern joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven David Stern	Owner	1 Dec 1993	75% - 100%	2501057
Steven Stern	Owner	1 Dec 1993	75% - 100%	2501057

Based in Washington

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.