Overview
Assets Under Management: $640 million
Headquarters: BERKELEY, CA
High-Net-Worth Clients: 159
Average Client Assets: $4 million
Frequently Asked Questions
BLUME CAPITAL MANAGEMENT, INC. 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 #111768), BLUME CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BLUME CAPITAL MANAGEMENT, INC. is headquartered in BERKELEY, CA.
BLUME CAPITAL MANAGEMENT, INC. serves 159 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, BLUME CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
BLUME CAPITAL MANAGEMENT, INC. manages $640 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, BLUME CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and pooled investment vehicles. View client details ↓
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