Overview
Assets Under Management: $137 million
Headquarters: SWARTHMORE, PA
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Frequently Asked Questions
STEVEN G. BLUM AND ASSOCIATES, LLC 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 #130807), STEVEN G. BLUM AND ASSOCIATES, LLC is subject to fiduciary duty under federal law.
STEVEN G. BLUM AND ASSOCIATES, LLC is headquartered in SWARTHMORE, PA.
STEVEN G. BLUM AND ASSOCIATES, LLC serves 47 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, STEVEN G. BLUM AND ASSOCIATES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
STEVEN G. BLUM AND ASSOCIATES, LLC manages $137 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, STEVEN G. BLUM AND ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
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