Overview
Assets Under Management: $137 million
Headquarters: SWARTHMORE, PA
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 325
Discretionary Accounts: 250
Non-Discretionary Accounts: 75
Regulatory Filings
CRD Number: 130807
Last Filing Date: 2024-03-29 00:00:00
Website: https://stevengblum.com