Overview
Assets Under Management: $164 million
Headquarters: RICHARDSON, TX
High-Net-Worth Clients: 85
Average Client Assets: $2 million
Frequently Asked Questions
BLUM FINANCIAL, LP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149134), BLUM FINANCIAL, LP is subject to fiduciary duty under federal law.
BLUM FINANCIAL, LP is headquartered in RICHARDSON, TX.
BLUM FINANCIAL, LP serves 85 high-net-worth clients according to their SEC filing dated March 12, 2024. View client details ↓
According to their SEC Form ADV, BLUM FINANCIAL, LP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BLUM FINANCIAL, LP manages $164 million in client assets according to their SEC filing dated March 12, 2024.
According to their SEC Form ADV, BLUM FINANCIAL, LP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.82
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 640
Discretionary Accounts: 614
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 149134
Last Filing Date: 2024-03-12 00:00:00
Website: https://awealthplan.com