Unclaimed Profile

Marshall Edward Blume

PRUDENT MANAGEMENT ASSOCIATES·PHILADELPHIA, Pennsylvania

Series 26Clean record34 years registeredPRUDENT MANAGEMENT ASSOCIATES

1735 MARKET STREET, PHILADELPHIA, PA 19103CRD# 1392857Firm CRD# 16691

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marshall Edward Blume · PHILADELPHIA, PA

Registration

CRD #1392857 · PRUDENT MANAGEMENT ASSOCIATES · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRUDENT MANAGEMENT ASSOCIATES

PRUDENT MANAGEMENT ASSOCIATES

Sep 1991 – Apr 2019

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 26

Registration record

First registered · September 23, 1991

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRUDENT MANAGEMENT ASSOCIATES

CRD 16691 · SEC 801-20018

AUM

$1.1B

Regulatory assets under management

Employees

630 client accounts

Services offered by PRUDENT MANAGEMENT ASSOCIATES

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRUDENT MANAGEMENT ASSOCIATES →

Introduction

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Frequently Asked Questions

What services does Marshall Edward Blume offer?

Marshall Edward Blume specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Marshall Edward Blume's credentials?

Marshall Edward Blume is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marshall Edward Blume located?

Marshall Edward Blume is based in PHILADELPHIA, Pennsylvania, last registered with PRUDENT MANAGEMENT ASSOCIATES.

How does Marshall Edward Blume charge for services?

Marshall Edward Blume's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRUDENT MANAGEMENT ASSOCIATES?

PRUDENT MANAGEMENT ASSOCIATES has approximately 13 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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