Overview
Assets Under Management: $640 million
Headquarters: BERKELEY, CA
High-Net-Worth Clients: 159
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 159
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.54
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 860
Discretionary Accounts: 860
Regulatory Filings
CRD Number: 111768
Last Filing Date: 2024-03-27 00:00:00
Website: https://blumecapital.com